XY Planning Network’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

XY Planning Network’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	$1.42M	Buy	30,236 +6,336	+27%	+$297K	0.18%	113
2026 Q1	$1.12M	Buy	23,900 +12,259	+105%	+$582K	0.18%	122
2025 Q4	$551K	Buy	11,641 +3,230	+38%	+$154K	0.1%	165
2025 Q3	$396K	Hold	8,411	–	–	0.13%	121
2025 Q2	$396K	Buy	+8,411	New	+$391K	0.13%	121

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

XY Planning Network's JCPB Position: Q2 2026 in Review

XY Planning Network increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 27% in Q2 2026, buying an estimated $297K and bringing the position to 30,236 shares worth $1.42M. The position accounts for 0.18% of the portfolio, ranked #113.

XY Planning Network 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.

XY Planning Network held 30,236 shares of JPMorgan Core Plus Bond ETF worth $1.42M as of Q2 2026.
XY Planning Network bought 6,336 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $297K.
JPMorgan Core Plus Bond ETF made up 0.18% of XY Planning Network's portfolio in Q2 2026, its #113 holding.
XY Planning Network 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 XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.