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

Allworth 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	$708K	Sell	15,092 -669	-4%	-$31.4K	﹤0.01%	858
2026 Q1	$742K	Sell	15,761 -4,342	-22%	-$206K	﹤0.01%	806
2025 Q4	$952K	Sell	20,103 -25,787	-56%	-$1.23M	﹤0.01%	712
2025 Q3	$2.18M	Sell	45,890 -12,607	-22%	-$593K	0.01%	482
2025 Q2	$2.75M	Sell	58,497 -4,087	-7%	-$190K	0.01%	426
2025 Q1	$2.92M	Sell	62,584 -2,283	-4%	-$106K	0.02%	341
2024 Q4	$3M	Sell	64,867 -7,905	-11%	-$371K	0.02%	335
2024 Q3	$3.51M	Sell	72,772 -6,259	-8%	-$297K	0.02%	247
2024 Q2	$3.69M	Sell	79,031 -22,007	-22%	-$1.01M	0.02%	238
2024 Q1	$4.71M	Sell	101,038 -96,775	-49%	-$4.5M	0.03%	203
2023 Q4	$9.31M	Buy	+197,813	New	+$8.93M	0.07%	117

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

Allworth Financial's JCPB Position: Q2 2026 in Review

Allworth Financial reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 4.2% in Q2 2026, selling an estimated $31.4K and leaving 15,092 shares worth $708K. The position accounts for ﹤0.01% of the portfolio, ranked #858.

Allworth Financial first reported a position in JCPB in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.31M in Q4 2023. 508 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Allworth Financial held 15,092 shares of JPMorgan Core Plus Bond ETF worth $708K as of Q2 2026.
Allworth Financial sold 669 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $31.4K.
JPMorgan Core Plus Bond ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #858 holding.
Allworth Financial first reported a position in JPMorgan Core Plus Bond ETF in Q4 2023 and has held it in 11 quarters since.
Allworth Financial's JPMorgan Core Plus Bond ETF position peaked at $9.31M in Q4 2023.
508 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.