Advisornet Financial’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Advisornet Financial’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	$1.83M	Buy	38,996 +9,022	+30%	+$423K	0.08%	192
2026 Q1	$1.41M	Buy	29,974 +10,672	+55%	+$506K	0.07%	211
2025 Q4	$914K	Buy	19,302 +3,792	+24%	+$180K	0.05%	273
2025 Q3	$738K	Buy	15,510 +729	+5%	+$34.3K	0.04%	306
2025 Q2	$696K	Buy	14,781 +7,674	+108%	+$356K	0.04%	305
2025 Q1	$334K	Hold	7,107	–	–	0.02%	426
2024 Q4	$327K	Buy	7,107 +4,682	+193%	+$219K	0.03%	394
2024 Q3	$117K	Hold	2,425	–	–	0.01%	659
2024 Q2	$112K	Sell	2,425 -1,000	-29%	-$46K	0.01%	607
2024 Q1	$160K	Hold	3,425	–	–	0.02%	520
2023 Q4	$161K	Buy	3,425 +425	+14%	+$19.2K	0.01%	520
2023 Q3	$134K	Sell	3,000 -2,315	-44%	-$106K	0.01%	533
2023 Q2	$248K	Buy	5,315 +500	+10%	+$23.5K	0.02%	440
2023 Q1	$228K	Buy	4,815 +2,500	+108%	+$117K	0.02%	441
2022 Q4	$106K	Buy	+2,315	New	+$106K	0.01%	609

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

Advisornet Financial's JCPB Position: Q2 2026 in Review

Advisornet Financial increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 30% in Q2 2026, buying an estimated $423K and bringing the position to 38,996 shares worth $1.83M. The position accounts for 0.08% of the portfolio, ranked #192.

Advisornet Financial first reported a position in JCPB in Q4 2022 and has held it in 15 quarters since. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Advisornet Financial held 38,996 shares of JPMorgan Core Plus Bond ETF worth $1.83M as of Q2 2026.
Advisornet Financial bought 9,022 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $423K.
JPMorgan Core Plus Bond ETF made up 0.08% of Advisornet Financial's portfolio in Q2 2026, its #192 holding.
Advisornet Financial first reported a position in JPMorgan Core Plus Bond ETF in Q4 2022 and has held it in 15 quarters since.
503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.