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

Ameritas Advisory Services’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	$880K	Buy	18,745 +9,348	+99%	+$438K	0.02%	598
2026 Q1	$442K	Buy	9,397 +44	+0.5%	+$2.09K	0.02%	617
2025 Q4	$443K	Sell	9,353 -152	-2%	-$7.23K	0.02%	615
2025 Q3	$452K	Sell	9,505 -5,631	-37%	-$265K	0.03%	422
2025 Q2	$712K	Sell	15,136 -13,839	-48%	-$643K	0.04%	425
2025 Q1	$1.35M	Sell	28,975 -91,218	-76%	-$4.24M	0.05%	317
2024 Q4	$5.54M	Buy	120,193 +946	+0.8%	+$44.3K	0.19%	109
2024 Q3	$5.75M	Buy	119,247 +20,645	+21%	+$981K	0.25%	93
2024 Q2	$4.57M	Buy	98,602 +5,459	+6%	+$251K	0.17%	117
2024 Q1	$4.34M	Buy	93,143 +87,544	+1,564%	+$4.07M	0.18%	113
2023 Q4	$262K	Buy	+5,599	New	+$253K	0.01%	583
2023 Q2	–	Sell	-1,162	Closed	-$55K	–	1592
2023 Q1	$55K	Buy	+1,162	New	+$54.5K	﹤0.01%	1229

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

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

Ameritas Advisory Services increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 99% in Q2 2026, buying an estimated $438K and bringing the position to 18,745 shares worth $880K. The position accounts for 0.02% of the portfolio, ranked #598.

Ameritas Advisory Services first reported a position in JCPB in Q1 2023 and has held it in 12 quarters since. The position peaked at $5.75M in Q3 2024. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Ameritas Advisory Services held 18,745 shares of JPMorgan Core Plus Bond ETF worth $880K as of Q2 2026.
Ameritas Advisory Services bought 9,348 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $438K.
JPMorgan Core Plus Bond ETF made up 0.02% of Ameritas Advisory Services's portfolio in Q2 2026, its #598 holding.
Ameritas Advisory Services first reported a position in JPMorgan Core Plus Bond ETF in Q1 2023 and has held it in 12 quarters since.
Ameritas Advisory Services's JPMorgan Core Plus Bond ETF position peaked at $5.75M in Q3 2024.
503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.