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

Arete 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	$3.38M	Buy	71,921 +9,377	+15%	+$440K	0.22%	108
2026 Q1	$2.95M	Buy	62,544 +3,692	+6%	+$175K	0.22%	111
2025 Q4	$2.79M	Buy	58,852 +1,722	+3%	+$81.9K	0.19%	124
2025 Q3	$2.72M	Sell	57,130 -22,054	-28%	-$1.04M	0.17%	119
2025 Q2	$3.73M	Buy	79,184 +283	+0.4%	+$13.1K	0.26%	82
2025 Q1	$3.71M	Buy	78,901 +7,966	+11%	+$370K	0.28%	79
2024 Q4	$3.27M	Buy	70,935 +22,433	+46%	+$1.05M	0.24%	89
2024 Q3	$2.34M	Buy	48,502 +8,455	+21%	+$402K	0.2%	110
2024 Q2	$1.86M	Buy	40,047 +6,007	+18%	+$276K	0.15%	135
2024 Q1	$1.59M	Buy	34,040 +3,471	+11%	+$161K	0.15%	158
2023 Q4	$1.44M	Buy	+30,569	New	+$1.38M	0.11%	186
2023 Q3	–	Sell	-13,076	Closed	-$609K	–	615
2023 Q2	$609K	Buy	+13,076	New	+$615K	0.05%	323

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

Arete Wealth Advisors's JCPB Position: Q2 2026 in Review

Arete Wealth Advisors increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 15% in Q2 2026, buying an estimated $440K and bringing the position to 71,921 shares worth $3.38M. The position accounts for 0.22% of the portfolio, ranked #108.

Arete Wealth Advisors first reported a position in JCPB in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.73M in Q2 2025. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Arete Wealth Advisors held 71,921 shares of JPMorgan Core Plus Bond ETF worth $3.38M as of Q2 2026.
Arete Wealth Advisors bought 9,377 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $440K.
JPMorgan Core Plus Bond ETF made up 0.22% of Arete Wealth Advisors's portfolio in Q2 2026, its #108 holding.
Arete Wealth Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q2 2023 and has held it in 12 quarters since.
Arete Wealth Advisors's JPMorgan Core Plus Bond ETF position peaked at $3.73M in Q2 2025.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.