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 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

HWM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

FMI

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

WealthCare Investment Partners's JCPB Position: Q1 2026 in Review

WealthCare Investment Partners opened a new position in JPMorgan Core Plus Bond ETF (JCPB) in Q1 2026: 4,599 shares worth $216K. The stake represents 0.06% of the portfolio and ranks #181 among its holdings. This is a return to the name: WealthCare Investment Partners previously reported a position in JCPB as recently as Q4 2023.

WealthCare Investment Partners first reported a position in JCPB in Q4 2022 and has held it in 6 quarters since. The position peaked at $285K in Q1 2023. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

WealthCare Investment Partners held 4,599 shares of JPMorgan Core Plus Bond ETF worth $216K as of Q1 2026.
JPMorgan Core Plus Bond ETF was a new WealthCare Investment Partners position in Q1 2026.
JPMorgan Core Plus Bond ETF made up 0.06% of WealthCare Investment Partners's portfolio in Q1 2026, its #181 holding.
WealthCare Investment Partners first reported a position in JPMorgan Core Plus Bond ETF in Q4 2022 and has held it in 6 quarters since.
WealthCare Investment Partners's JPMorgan Core Plus Bond ETF position peaked at $285K in Q1 2023.
478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.