WBH Advisory’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

WBH Advisory’s Portfolio JCPB Stock Details JCPB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.06M	Buy	193,227 +12,415	+7%	+$589K	0.68%	38
2025 Q4	$8.56M	Buy	180,812 +17,343	+11%	+$825K	0.63%	40
2025 Q3	$7.77M	Buy	163,469 +39,225	+32%	+$1.85M	0.59%	43
2025 Q2	$5.85M	Buy	+124,244	New	+$5.77M	0.5%	48

Other funds holding JCPB

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

WBH Advisory's JCPB Position: Q1 2026 in Review

WBH Advisory increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 6.9% in Q1 2026, buying an estimated $589K and bringing the position to 193,227 shares worth $9.06M. The position accounts for 0.68% of the portfolio, ranked #38.

WBH Advisory first reported a position in JCPB in Q2 2025 and has held it in 4 quarters since. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

WBH Advisory held 193,227 shares of JPMorgan Core Plus Bond ETF worth $9.06M as of Q1 2026.
WBH Advisory bought 12,415 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $589K.
JPMorgan Core Plus Bond ETF made up 0.68% of WBH Advisory's portfolio in Q1 2026, its #38 holding.
WBH Advisory first reported a position in JPMorgan Core Plus Bond ETF in Q2 2025 and has held it in 4 quarters since.
478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.