Wiser Wealth Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Wiser Wealth 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 Q3	$68M	Buy	1,519,365 +204,383	+16%	+$9.41M	12.36%	2
2026 Q2	$61.7M	Buy	1,314,982 +29,628	+2%	+$1.39M	11.81%	2
2026 Q1	$60.5M	Buy	1,285,354 +95,806	+8%	+$4.55M	13.05%	2
2025 Q4	$56.3M	Buy	1,189,548 +68,958	+6%	+$3.28M	12.52%	2
2025 Q3	$53.3M	Buy	1,120,590 +135,398	+14%	+$6.37M	12.18%	2
2025 Q2	$46.4M	Buy	985,192 +35,897	+4%	+$1.67M	11.61%	2
2025 Q1	$44.7M	Buy	949,295 +57,733	+6%	+$2.68M	12.53%	2
2024 Q4	$41.1M	Sell	891,562 -39,425	-4%	-$1.85M	11.53%	2
2024 Q3	$44.9M	Buy	930,987 +19,532	+2%	+$928K	12.87%	2
2024 Q2	$42.2M	Buy	911,455 +44,344	+5%	+$2.04M	13.07%	2
2024 Q1	$40.4M	Buy	+867,111	New	+$40.3M	13.27%	2

Other funds holding JCPB

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return

Wiser Wealth Management's JCPB Position: Q3 2026 in Review

Wiser Wealth Management increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 16% in Q3 2026, buying an estimated $9.41M and bringing the position to 1,519,365 shares worth $68M. The position accounts for 12.36% of the portfolio, ranked #2.

Wiser Wealth Management first reported a position in JCPB in Q1 2024 and has held it in 11 quarters since. 105 funds tracked by Wall St. Rank hold JCPB as of Q3 2026.

Wiser Wealth Management held 1,519,365 shares of JPMorgan Core Plus Bond ETF worth $68M as of Q3 2026.
Wiser Wealth Management bought 204,383 JPMorgan Core Plus Bond ETF shares in Q3 2026, an estimated $9.41M.
JPMorgan Core Plus Bond ETF made up 12.36% of Wiser Wealth Management's portfolio in Q3 2026, its #2 holding.
Wiser Wealth Management first reported a position in JPMorgan Core Plus Bond ETF in Q1 2024 and has held it in 11 quarters since.
105 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2026.

Based on Wiser Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.