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

Wealthcare Advisory Partners’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	$2.55M	Buy	54,315 +2,863	+6%	+$134K	0.05%	307
2026 Q1	$2.42M	Buy	51,452 +3,607	+8%	+$171K	0.05%	327
2025 Q4	$2.27M	Buy	47,845 +10,995	+30%	+$523K	0.04%	330
2025 Q3	$1.75M	Buy	36,850 +6,274	+21%	+$295K	0.04%	376
2025 Q2	$1.44M	Buy	+30,576	New	+$1.42M	0.03%	402

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

Wealthcare Advisory Partners's JCPB Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 5.6% in Q2 2026, buying an estimated $134K and bringing the position to 54,315 shares worth $2.55M. The position accounts for 0.05% of the portfolio, ranked #307.

Wealthcare Advisory Partners 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.

Wealthcare Advisory Partners held 54,315 shares of JPMorgan Core Plus Bond ETF worth $2.55M as of Q2 2026.
Wealthcare Advisory Partners bought 2,863 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $134K.
JPMorgan Core Plus Bond ETF made up 0.05% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #307 holding.
Wealthcare Advisory Partners 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 Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.