Wealthspire Advisors (New York)’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Wealthspire Advisors (New York)’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	$460K	Sell	9,800 -7,005	-42%	-$329K	﹤0.01%	832
2026 Q1	$791K	Sell	16,805 -196	-1%	-$9.3K	0.01%	453
2025 Q4	$805K	Sell	17,001 -1,270	-7%	-$60.4K	0.01%	480
2025 Q3	$869K	Sell	18,271 -1,802	-9%	-$84.8K	﹤0.01%	417
2025 Q2	$945K	Sell	20,073 -3,472	-15%	-$161K	0.01%	399
2025 Q1	$1.11M	Buy	23,545 +1,518	+7%	+$70.6K	0.01%	363
2024 Q4	$1.01M	Sell	22,027 -22,661	-51%	-$1.06M	0.01%	368
2024 Q3	$2.16M	Buy	+44,688	New	+$2.12M	0.02%	242

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

Wealthspire Advisors (New York)'s JCPB Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 42% in Q2 2026, selling an estimated $329K and leaving 9,800 shares worth $460K. The position accounts for ﹤0.01% of the portfolio, ranked #832.

Wealthspire Advisors (New York) first reported a position in JCPB in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.16M in Q3 2024. 508 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Wealthspire Advisors (New York) held 9,800 shares of JPMorgan Core Plus Bond ETF worth $460K as of Q2 2026.
Wealthspire Advisors (New York) sold 7,005 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $329K.
JPMorgan Core Plus Bond ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #832 holding.
Wealthspire Advisors (New York) first reported a position in JPMorgan Core Plus Bond ETF in Q3 2024 and has held it in 8 quarters since.
Wealthspire Advisors (New York)'s JPMorgan Core Plus Bond ETF position peaked at $2.16M in Q3 2024.
508 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.