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

WealthPLAN 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 		$5.85M Buy
124,686
+74,103
+146% +$3.48M 1.12% 20
2026
Q1 		$2.38M Buy
50,583
+36,091
+249% +$1.71M 0.46% 60
2025
Q4 		$686K Buy
+14,492
New +$689K 0.1% 154

Other funds holding JCPB

Betterment LLC
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Bank of America
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 Partners's JCPB Position: Q2 2026 in Review

WealthPLAN Partners increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 146% in Q2 2026, buying an estimated $3.48M and bringing the position to 124,686 shares worth $5.85M. The position accounts for 1.12% of the portfolio, ranked #20.

WealthPLAN Partners first reported a position in JCPB in Q4 2025 and has held it in 3 quarters since. 508 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • WealthPLAN Partners held 124,686 shares of JPMorgan Core Plus Bond ETF worth $5.85M as of Q2 2026.
  • WealthPLAN Partners bought 74,103 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $3.48M.
  • JPMorgan Core Plus Bond ETF made up 1.12% of WealthPLAN Partners's portfolio in Q2 2026, its #20 holding.
  • WealthPLAN Partners first reported a position in JPMorgan Core Plus Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 508 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.