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Bay Colony Advisors’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Bay Colony 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 		– Sell
-126,668
Closed -$5.96M – 521
2026
Q1 		$5.96M Buy
126,668
+37,768
+42% +$1.79M 0.73% 25
2025
Q4 		$4.21M Buy
88,900
+2,959
+3% +$141K 0.5% 41
2025
Q3 		$4.09M Buy
+85,941
New +$4.04M 0.48% 40
2020
Q4 		– Sell
-9,804
Closed -$546K – 294
2020
Q3 		$546K Buy
+9,804
New +$548K 0.34% 91

Other funds holding JCPB

LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
KFG
Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Bay Colony Advisors's JCPB Position: Q2 2026 in Review

Bay Colony Advisors sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q2 2026, closing a stake of 126,668 shares — an estimated $5.96M sold.

Bay Colony Advisors first reported a position in JCPB in Q3 2020 and held it in 4 quarters. The position peaked at $5.96M in Q1 2026. 76 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Bay Colony Advisors reported no remaining JPMorgan Core Plus Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Bay Colony Advisors sold 126,668 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $5.96M.
  • Bay Colony Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q3 2020 and held it in 4 quarters.
  • Bay Colony Advisors's JPMorgan Core Plus Bond ETF position peaked at $5.96M in Q1 2026.
  • 76 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Bay Colony Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.