WIM
JCPB icon

WealthPlan Investment Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

WealthPlan Investment Management’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 		$19.2M Buy
406,896
+225,807
+125% +$10.7M 1.07% 22
2025
Q4 		$8.57M Buy
181,089
+22,197
+14% +$1.06M 0.55% 50
2025
Q3 		$7.56M Buy
158,892
+112,052
+239% +$5.27M 0.5% 71
2025
Q2 		$2.2M Buy
+46,840
New +$2.18M 0.16% 120

Other funds holding JCPB

HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
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
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

WealthPlan Investment Management's JCPB Position: Q1 2026 in Review

WealthPlan Investment Management increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 125% in Q1 2026, buying an estimated $10.7M and bringing the position to 406,896 shares worth $19.2M. The position accounts for 1.07% of the portfolio, ranked #22.

WealthPlan Investment Management first reported a position in JCPB in Q2 2025 and has held it in 4 quarters since. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

  • WealthPlan Investment Management held 406,896 shares of JPMorgan Core Plus Bond ETF worth $19.2M as of Q1 2026.
  • WealthPlan Investment Management bought 225,807 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $10.7M.
  • JPMorgan Core Plus Bond ETF made up 1.07% of WealthPlan Investment Management's portfolio in Q1 2026, its #22 holding.
  • WealthPlan Investment Management first reported a position in JPMorgan Core Plus Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.