Ancora Advisors’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Ancora Advisors’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	$66.2K	Hold	1,410	–	–	﹤0.01%	997
2026 Q1	$66.4K	Hold	1,410	–	–	﹤0.01%	1042
2025 Q4	$66.8K	Hold	1,410	–	–	﹤0.01%	1046
2025 Q3	$67K	Hold	1,410	–	–	﹤0.01%	966
2025 Q2	$66.4K	Buy	1,410 +860	+156%	+$39.9K	﹤0.01%	963
2025 Q1	$25.9K	Buy	+550	New	+$25.6K	﹤0.01%	1144
2024 Q3	–	Sell	-391	Closed	-$18.1K	–	1839
2024 Q2	$18.1K	Sell	391 -123	-24%	-$5.66K	﹤0.01%	1184
2024 Q1	$24K	Buy	+514	New	+$23.9K	﹤0.01%	1153

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

Ancora Advisors's JCPB Position: Q2 2026 in Review

Ancora Advisors held its JPMorgan Core Plus Bond ETF (JCPB) position steady in Q2 2026 at 1,410 shares worth $66.2K. The position accounts for ﹤0.01% of the portfolio, ranked #997.

Ancora Advisors first reported a position in JCPB in Q1 2024 and has held it in 8 quarters since. The position peaked at $67K in Q3 2025. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Ancora Advisors held 1,410 shares of JPMorgan Core Plus Bond ETF worth $66.2K as of Q2 2026.
Ancora Advisors left its JPMorgan Core Plus Bond ETF share count unchanged in Q2 2026.
JPMorgan Core Plus Bond ETF made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #997 holding.
Ancora Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q1 2024 and has held it in 8 quarters since.
Ancora Advisors's JPMorgan Core Plus Bond ETF position peaked at $67K in Q3 2025.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.