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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

LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
KFG
Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 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. 85 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.
  • 85 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.