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 Q2	$10.2M	Buy	216,414 +23,187	+12%	+$1.09M	0.68%	38
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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

WBH Advisory's JCPB Position: Q2 2026 in Review

WBH Advisory increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 12% in Q2 2026, buying an estimated $1.09M and bringing the position to 216,414 shares worth $10.2M. 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 5 quarters since. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

WBH Advisory held 216,414 shares of JPMorgan Core Plus Bond ETF worth $10.2M as of Q2 2026.
WBH Advisory bought 23,187 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $1.09M.
JPMorgan Core Plus Bond ETF made up 0.68% of WBH Advisory's portfolio in Q2 2026, its #38 holding.
WBH Advisory first reported a position in JPMorgan Core Plus Bond ETF in Q2 2025 and has held it in 5 quarters since.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.