Wealth Enhancement Advisory Services’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Wealth Enhancement Advisory Services’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	$61.8M	Buy	1,328,664 +141,683	+12%	+$6.64M	0.1%	179
2026 Q1	$55.8M	Sell	1,186,981 -950,955	-44%	-$45.1M	0.11%	165
2025 Q4	$101M	Buy	2,137,936 +1,840,452	+619%	+$87.6M	0.14%	132
2025 Q3	$14.1M	Buy	297,484 +41,882	+16%	+$1.97M	0.02%	537
2025 Q2	$11.9M	Buy	255,602 +18,962	+8%	+$881K	0.02%	576
2025 Q1	$11.1M	Buy	236,640 +227,524	+2,496%	+$10.6M	0.02%	548
2024 Q4	$420K	Buy	9,116 +1,171	+15%	+$54.9K	﹤0.01%	2117
2024 Q3	$383K	Buy	+7,945	New	+$377K	﹤0.01%	2012

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

Wealth Enhancement Advisory Services's JCPB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 12% in Q2 2026, buying an estimated $6.64M and bringing the position to 1,328,664 shares worth $61.8M. The position accounts for 0.1% of the portfolio, ranked #179.

Wealth Enhancement Advisory Services first reported a position in JCPB in Q3 2024 and has held it in 8 quarters since. The position peaked at $101M in Q4 2025. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Wealth Enhancement Advisory Services held 1,328,664 shares of JPMorgan Core Plus Bond ETF worth $61.8M as of Q2 2026.
Wealth Enhancement Advisory Services bought 141,683 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $6.64M.
JPMorgan Core Plus Bond ETF made up 0.1% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #179 holding.
Wealth Enhancement Advisory Services first reported a position in JPMorgan Core Plus Bond ETF in Q3 2024 and has held it in 8 quarters since.
Wealth Enhancement Advisory Services's JPMorgan Core Plus Bond ETF position peaked at $101M in Q4 2025.
503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.