Advisory Services Network’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Advisory Services 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	$756K	Buy	16,107 +3,266	+25%	+$153K	0.01%	1177
2026 Q1	$605K	Buy	12,841 +205	+2%	+$9.73K	0.01%	1175
2025 Q4	$598K	Sell	12,636 -547	-4%	-$26K	0.01%	1131
2025 Q3	$627K	Buy	13,183 +89	+0.7%	+$4.19K	0.01%	1079
2025 Q2	$613K	Buy	13,094 +143	+1%	+$6.64K	0.01%	1065
2025 Q1	$609K	Buy	12,951 +1,431	+12%	+$66.5K	0.01%	970
2024 Q4	$531K	Buy	11,520 +1,239	+12%	+$58.1K	0.01%	1016
2024 Q3	$476K	Hold	10,281	–	–	0.01%	1011
2024 Q2	$476K	Sell	10,281 -17	-0.2%	-$782	0.01%	1011
2024 Q1	$480K	Buy	10,298 +3,814	+59%	+$177K	0.01%	977
2023 Q4	$305K	Buy	6,484 +1,128	+21%	+$50.9K	0.01%	1087
2023 Q3	$239K	Buy	+5,356	New	+$245K	0.01%	1236
2023 Q1	–	Sell	-10	Closed	-$459	–	4081
2022 Q4	$459	Buy	+10	New	+$459	﹤0.01%	3752

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

Advisory Services Network's JCPB Position: Q2 2026 in Review

Advisory Services Network increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 25% in Q2 2026, buying an estimated $153K and bringing the position to 16,107 shares worth $756K. The position accounts for 0.01% of the portfolio, ranked #1177.

Advisory Services Network first reported a position in JCPB in Q4 2022 and has held it in 13 quarters since. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Advisory Services Network held 16,107 shares of JPMorgan Core Plus Bond ETF worth $756K as of Q2 2026.
Advisory Services Network bought 3,266 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $153K.
JPMorgan Core Plus Bond ETF made up 0.01% of Advisory Services Network's portfolio in Q2 2026, its #1177 holding.
Advisory Services Network first reported a position in JPMorgan Core Plus Bond ETF in Q4 2022 and has held it in 13 quarters since.
503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.