Ausdal Financial Partners’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Ausdal Financial 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	$553K	Sell	11,789 -501	-4%	-$23.5K	0.02%	596
2026 Q1	$579K	Buy	12,290 +548	+5%	+$26K	0.03%	534
2025 Q4	$556K	Buy	11,742 +5,254	+81%	+$250K	0.03%	508
2025 Q3	$308K	Buy	6,488 +64	+1%	+$3.01K	0.02%	722
2025 Q2	$302K	Sell	6,424 -435	-6%	-$20.2K	0.02%	549
2025 Q1	$323K	Buy	6,859 +209	+3%	+$9.72K	0.02%	484
2024 Q4	$306K	Buy	6,650 +215	+3%	+$10.1K	0.03%	444
2024 Q3	$310K	Buy	6,435 +640	+11%	+$30.4K	0.03%	403
2024 Q2	$268K	Buy	+5,795	New	+$266K	0.03%	414

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

Ausdal Financial Partners's JCPB Position: Q2 2026 in Review

Ausdal Financial Partners reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 4.1% in Q2 2026, selling an estimated $23.5K and leaving 11,789 shares worth $553K. The position accounts for 0.02% of the portfolio, ranked #596.

Ausdal Financial Partners first reported a position in JCPB in Q2 2024 and has held it in 9 quarters since. The position peaked at $579K in Q1 2026. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Ausdal Financial Partners held 11,789 shares of JPMorgan Core Plus Bond ETF worth $553K as of Q2 2026.
Ausdal Financial Partners sold 501 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $23.5K.
JPMorgan Core Plus Bond ETF made up 0.02% of Ausdal Financial Partners's portfolio in Q2 2026, its #596 holding.
Ausdal Financial Partners first reported a position in JPMorgan Core Plus Bond ETF in Q2 2024 and has held it in 9 quarters since.
Ausdal Financial Partners's JPMorgan Core Plus Bond ETF position peaked at $579K in Q1 2026.
503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.