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 Q2	$27.3M	Buy	581,531 +174,635	+43%	+$8.19M	1.36%	15
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

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

WealthPlan Investment Management's JCPB Position: Q2 2026 in Review

WealthPlan Investment Management increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 43% in Q2 2026, buying an estimated $8.19M and bringing the position to 581,531 shares worth $27.3M. The position accounts for 1.36% of the portfolio, ranked #15.

WealthPlan Investment Management 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.

WealthPlan Investment Management held 581,531 shares of JPMorgan Core Plus Bond ETF worth $27.3M as of Q2 2026.
WealthPlan Investment Management bought 174,635 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $8.19M.
JPMorgan Core Plus Bond ETF made up 1.36% of WealthPlan Investment Management's portfolio in Q2 2026, its #15 holding.
WealthPlan Investment Management 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 WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.