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

Arkadios 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	$2.26M	Buy	48,080 +5,889	+14%	+$276K	0.03%	490
2026 Q1	$1.99M	Buy	+42,191	New	+$2M	0.03%	507

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

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

Arkadios Wealth Advisors increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 14% in Q2 2026, buying an estimated $276K and bringing the position to 48,080 shares worth $2.26M. The position accounts for 0.03% of the portfolio, ranked #490.

Arkadios Wealth Advisors first reported a position in JCPB in Q1 2026 and has held it in 2 quarters since. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Arkadios Wealth Advisors held 48,080 shares of JPMorgan Core Plus Bond ETF worth $2.26M as of Q2 2026.
Arkadios Wealth Advisors bought 5,889 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $276K.
JPMorgan Core Plus Bond ETF made up 0.03% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #490 holding.
Arkadios Wealth Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q1 2026 and has held it in 2 quarters since.
503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.