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

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

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. 504 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.
504 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.