WealthCare Investment Partners’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

WealthCare Investment 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	$3.35M	Buy	71,421 +66,822	+1,453%	+$3.13M	0.81%	35
2026 Q1	$216K	Buy	+4,599	New	+$218K	0.06%	181
2024 Q1	–	Sell	-4,486	Closed	-$210K	–	137
2023 Q4	$210K	Sell	4,486 -745	-14%	-$33.6K	0.11%	121
2023 Q3	$231K	Sell	5,231 -524	-9%	-$24K	0.14%	105
2023 Q2	$266K	Sell	5,755 -259	-4%	-$12.2K	0.16%	94
2023 Q1	$285K	Buy	6,014 +295	+5%	+$13.8K	0.17%	97
2022 Q4	$263K	Buy	+5,719	New	+$263K	0.18%	94

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 Investment Partners's JCPB Position: Q2 2026 in Review

WealthCare Investment Partners increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 1,453% in Q2 2026, buying an estimated $3.13M and bringing the position to 71,421 shares worth $3.35M. The position accounts for 0.81% of the portfolio, ranked #35.

WealthCare Investment Partners first reported a position in JCPB in Q4 2022 and has held it in 7 quarters since. 506 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

WealthCare Investment Partners held 71,421 shares of JPMorgan Core Plus Bond ETF worth $3.35M as of Q2 2026.
WealthCare Investment Partners bought 66,822 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $3.13M.
JPMorgan Core Plus Bond ETF made up 0.81% of WealthCare Investment Partners's portfolio in Q2 2026, its #35 holding.
WealthCare Investment Partners first reported a position in JPMorgan Core Plus Bond ETF in Q4 2022 and has held it in 7 quarters since.
506 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on WealthCare Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.