Arbor Trust Wealth Advisors’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Arbor Trust Wealth 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	$9.86M	Sell	210,019 -19,321	-8%	-$906K	3.97%	5
2026 Q1	$10.8M	Sell	229,340 -9,688	-4%	-$460K	4.74%	2
2025 Q4	$11.4M	Buy	239,028 +6,995	+3%	+$333K	4.97%	2
2025 Q3	$11M	Buy	232,033 +13,244	+6%	+$623K	4.97%	2
2025 Q2	$10.3M	Sell	218,789 -13,408	-6%	-$623K	5.04%	1
2025 Q1	$10.9M	Buy	232,197 +10,225	+5%	+$475K	5.12%	1
2024 Q4	$10.3M	Buy	221,972 +115,261	+108%	+$5.4M	4.81%	2
2024 Q3	$4.94M	Hold	106,711	–	–	2.6%	12
2024 Q2	$4.94M	Buy	106,711 +22,132	+26%	+$1.02M	2.6%	12
2024 Q1	$3.86M	Buy	84,579 +71,020	+524%	+$3.3M	2.12%	17
2023 Q4	$641K	Buy	+13,559	New	+$612K	0.38%	56

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

Arbor Trust Wealth Advisors's JCPB Position: Q2 2026 in Review

Arbor Trust Wealth Advisors reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 8.4% in Q2 2026, selling an estimated $906K and leaving 210,019 shares worth $9.86M. The position accounts for 3.97% of the portfolio, ranked #5.

Arbor Trust Wealth Advisors first reported a position in JCPB in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.4M in Q4 2025. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Arbor Trust Wealth Advisors held 210,019 shares of JPMorgan Core Plus Bond ETF worth $9.86M as of Q2 2026.
Arbor Trust Wealth Advisors sold 19,321 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $906K.
JPMorgan Core Plus Bond ETF made up 3.97% of Arbor Trust Wealth Advisors's portfolio in Q2 2026, its #5 holding.
Arbor Trust Wealth Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q4 2023 and has held it in 11 quarters since.
Arbor Trust Wealth Advisors's JPMorgan Core Plus Bond ETF position peaked at $11.4M in Q4 2025.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Arbor Trust Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.