Arax Advisory Partners’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Arax Advisory Partners’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	$236K	Buy	5,038 +3,070	+156%	+$144K	﹤0.01%	2133
2026 Q1	$92.3K	Buy	1,968 +1,912	+3,414%	+$90.7K	﹤0.01%	1430
2025 Q4	$2.65K	Buy	+56	New	+$2.66K	﹤0.01%	3155
2025 Q3	–	Sell	-56	Closed	-$2.64K	–	3994
2025 Q2	$2.64K	Hold	56	–	–	﹤0.01%	2468
2025 Q1	$2.64K	Buy	+56	New	+$2.6K	﹤0.01%	1991

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

Arax Advisory Partners's JCPB Position: Q2 2026 in Review

Arax Advisory Partners increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 156% in Q2 2026, buying an estimated $144K and bringing the position to 5,038 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #2133.

Arax Advisory Partners first reported a position in JCPB in Q1 2025 and has held it in 5 quarters since. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Arax Advisory Partners held 5,038 shares of JPMorgan Core Plus Bond ETF worth $236K as of Q2 2026.
Arax Advisory Partners bought 3,070 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $144K.
JPMorgan Core Plus Bond ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2133 holding.
Arax Advisory Partners first reported a position in JPMorgan Core Plus Bond ETF in Q1 2025 and has held it in 5 quarters since.
503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.