Avidian Wealth Enterprises’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Avidian Wealth Enterprises’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	$37.8M	Buy	805,719 +33,721	+4%	+$1.58M	1.05%	19
2026 Q1	$36.3M	Buy	771,998 +70,813	+10%	+$3.36M	1.15%	18
2025 Q4	$33.2M	Buy	701,185 +46,936	+7%	+$2.23M	1.21%	19
2025 Q3	$31.1M	Buy	654,249 +41,375	+7%	+$1.95M	1.17%	20
2025 Q2	$28.8M	Buy	612,874 +36,437	+6%	+$1.69M	1.17%	20
2025 Q1	$27.1M	Buy	+576,437	New	+$26.8M	1.21%	18
2023 Q3	–	Sell	-22,173	Closed	-$1.03M	–	412
2023 Q2	$1.03M	Sell	22,173 -163,218	-88%	-$7.67M	0.07%	175
2023 Q1	$8.79M	Buy	185,391 +10,089	+6%	+$474K	0.48%	49
2022 Q4	$8.05M	Buy	175,302 +12,238	+8%	+$562K	0.52%	38
2022 Q3	$7.48M	Buy	163,064 +2,867	+2%	+$138K	0.54%	42
2022 Q2	$7.7M	Buy	+160,197	New	+$7.82M	0.54%	42

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

Avidian Wealth Enterprises's JCPB Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 4.4% in Q2 2026, buying an estimated $1.58M and bringing the position to 805,719 shares worth $37.8M. The position accounts for 1.05% of the portfolio, ranked #19.

Avidian Wealth Enterprises first reported a position in JCPB in Q2 2022 and has held it in 11 quarters since. 504 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Avidian Wealth Enterprises held 805,719 shares of JPMorgan Core Plus Bond ETF worth $37.8M as of Q2 2026.
Avidian Wealth Enterprises bought 33,721 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $1.58M.
JPMorgan Core Plus Bond ETF made up 1.05% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #19 holding.
Avidian Wealth Enterprises first reported a position in JPMorgan Core Plus Bond ETF in Q2 2022 and has held it in 11 quarters since.
504 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.