Avantax Advisory Services’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History
Bought
Maintained
Sold
Other funds holding JCPB
HWM
LWMT
VAS
FMI
Avantax Advisory Services's JCPB Position: Q2 2025 in Review
Avantax Advisory Services increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 36% in Q2 2025, buying an estimated $2.96M and bringing the position to 240,128 shares worth $11.3M. The position accounts for 0.06% of the portfolio, ranked #249.
Avantax Advisory Services first reported a position in JCPB in Q1 2023 and has held it in 8 quarters since. 369 funds tracked by Wall St. Rank hold JCPB as of Q2 2025.
- Avantax Advisory Services held 240,128 shares of JPMorgan Core Plus Bond ETF worth $11.3M as of Q2 2025.
- Avantax Advisory Services bought 63,659 JPMorgan Core Plus Bond ETF shares in Q2 2025, an estimated $2.96M.
- JPMorgan Core Plus Bond ETF made up 0.06% of Avantax Advisory Services's portfolio in Q2 2025, its #249 holding.
- Avantax Advisory Services first reported a position in JPMorgan Core Plus Bond ETF in Q1 2023 and has held it in 8 quarters since.
- 369 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2025.
Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.