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 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

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

KFG

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Wiser Wealth Management's JCPB Position: Q2 2026 in Review

Wiser Wealth Management increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 2.3% in Q2 2026, buying an estimated $1.39M and bringing the position to 1,314,982 shares worth $61.7M. The position accounts for 11.81% of the portfolio, ranked #2.

Wiser Wealth Management first reported a position in JCPB in Q1 2024 and has held it in 10 quarters since. 76 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Wiser Wealth Management held 1,314,982 shares of JPMorgan Core Plus Bond ETF worth $61.7M as of Q2 2026.
Wiser Wealth Management bought 29,628 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $1.39M.
JPMorgan Core Plus Bond ETF made up 11.81% of Wiser Wealth Management's portfolio in Q2 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 10 quarters since.
76 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Wiser Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.