Wiser Wealth Management, Inc JCPB holdings history
JPMORGAN CORE PLUS BOND ETF · CUSIP 46641Q670 · CIK 1573263
As of 2026-06-30, Wiser Wealth Management, Inc reported 1.31M JCPB (shares), valued at $61.73M, or 11.81% of its reported non-derivative portfolio. Filed 2026-07-14.
Verify history & sources →Shares increased 2.31%; reported value increased 2.00%, and weight changed -1.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 11.81% | 1,314,982 | SEC filing ↗Filed Jul 14, 2026 |
| Q1 2026 | 13.05% | 1,285,354 | SEC filing ↗Filed Apr 13, 2026 |
| Q4 2025 | 12.52% | 1,189,548 | SEC filing ↗Filed Jan 12, 2026 |
| Q3 2025 | 12.18% | 1,120,590 | SEC filing ↗Filed Oct 7, 2025 |
| Q2 2025 | 11.61% | 985,192 | SEC filing ↗Filed Jul 18, 2025 |
| Q1 2025 | 12.53% | 949,295 | SEC filing ↗Filed Apr 14, 2025 |
| Q4 2024 | 11.53% | 891,562 | SEC filing ↗Filed Jan 14, 2025 |
| Q3 2024 | 12.87% | 930,987 | SEC filing ↗Filed Oct 3, 2024 |
| Q2 2024 | 13.07% | 911,455 | SEC filing ↗Filed Jul 22, 2024 |
| Q1 2024 | 13.27% | 867,111 | SEC filing ↗Filed Apr 19, 2024 |
| Q4 2023 | Not reported | Not reported | — |
| Q3 2023 | Not reported | Not reported | — |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2024 | 13.27% | 867,111 | $40.45M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Apr 19, 2024 |
| Q2 2024 | 13.07% | 911,455 | $42.23M | Shares increased 5.11%; reported value increased 4.40%, and weight changed -0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2024 |
| Q3 2024 | 12.87% | 930,987 | $44.91M | Shares increased 2.14%; reported value increased 6.35%, and weight changed -0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 3, 2024 |
| Q4 2024 | 11.53% | 891,562 | $41.07M | Shares decreased 4.23%; reported value decreased 8.54%, and weight changed -1.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 14, 2025 |
| Q1 2025 | 12.53% | 949,295 | $44.65M | Shares increased 6.48%; reported value increased 8.72%, and weight changed +1.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 14, 2025 |
| Q2 2025 | 11.61% | 985,192 | $46.36M | Shares increased 3.78%; reported value increased 3.83%, and weight changed -0.92 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 18, 2025 |
| Q3 2025 | 12.18% | 1,120,590 | $53.28M | Shares increased 13.74%; reported value increased 14.93%, and weight changed +0.57 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 7, 2025 |
| Q4 2025 | 12.52% | 1,189,548 | $56.33M | Shares increased 6.15%; reported value increased 5.71%, and weight changed +0.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 12, 2026 |
| Q1 2026 | 13.05% | 1,285,354 | $60.51M | Shares increased 8.05%; reported value increased 7.44%, and weight changed +0.53 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 13, 2026 |
| Q2 2026 | 11.81% | 1,314,982 | $61.73M | Shares increased 2.31%; reported value increased 2.00%, and weight changed -1.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 14, 2026 |
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