Beacon Financial Advisory’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Beacon Financial Advisory’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	-4,440	Closed	-$209K	–	428
2026 Q1	$209K	Buy	+4,440	New	+$211K	0.05%	384
2025 Q2	–	Sell	-4,310	Closed	-$203K	–	362
2025 Q1	$203K	Buy	+4,310	New	+$200K	0.06%	319

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

Beacon Financial Advisory's JCPB Position: Q2 2026 in Review

Beacon Financial Advisory sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q2 2026, closing a stake of 4,440 shares — an estimated $209K sold.

Beacon Financial Advisory first reported a position in JCPB in Q1 2025 and held it in 2 quarters. The position peaked at $209K in Q1 2026. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Beacon Financial Advisory reported no remaining JPMorgan Core Plus Bond ETF position as of Q2 2026 after selling out during the quarter.
Beacon Financial Advisory sold 4,440 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $209K.
Beacon Financial Advisory first reported a position in JPMorgan Core Plus Bond ETF in Q1 2025 and held it in 2 quarters.
Beacon Financial Advisory's JPMorgan Core Plus Bond ETF position peaked at $209K in Q1 2026.
503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.