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Beacon Pointe Advisors’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Beacon Pointe 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 		$14.3M Buy
304,307
+247,335
+434% +$11.6M 0.07% 262
2026
Q1 		$2.68M Buy
56,972
+11,916
+26% +$565K 0.01% 649
2025
Q4 		$2.13M Buy
45,056
+9,249
+26% +$440K 0.02% 590
2025
Q3 		$1.7M Buy
35,807
+7,122
+25% +$335K 0.01% 586
2025
Q2 		$1.35M Sell
28,685
-515
-2% -$23.9K 0.01% 583
2025
Q1 		$1.37M Sell
29,200
-4,787
-14% -$223K 0.02% 559
2024
Q4 		$1.57M Buy
33,987
+8,287
+32% +$388K 0.02% 519
2024
Q3 		$1.24M Buy
25,700
+11,635
+83% +$553K 0.01% 574
2024
Q2 		$652K Sell
14,065
-1,400
-9% -$64.4K 0.01% 786
2024
Q1 		$721K Buy
15,465
+1,693
+12% +$78.8K 0.01% 785
2023
Q4 		$648K Buy
13,772
+1,987
+17% +$89.7K 0.01% 805
2023
Q3 		$526K Buy
11,785
+7,396
+169% +$338K 0.01% 852
2023
Q2 		$204K Buy
+4,389
New +$206K ﹤0.01% 1006

Other funds holding JCPB

Betterment LLC
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Bank of America
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 Pointe Advisors's JCPB Position: Q2 2026 in Review

Beacon Pointe Advisors increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 434% in Q2 2026, buying an estimated $11.6M and bringing the position to 304,307 shares worth $14.3M. The position accounts for 0.07% of the portfolio, ranked #262.

Beacon Pointe Advisors first reported a position in JCPB in Q2 2023 and has held it in 13 quarters since. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Beacon Pointe Advisors held 304,307 shares of JPMorgan Core Plus Bond ETF worth $14.3M as of Q2 2026.
  • Beacon Pointe Advisors bought 247,335 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $11.6M.
  • JPMorgan Core Plus Bond ETF made up 0.07% of Beacon Pointe Advisors's portfolio in Q2 2026, its #262 holding.
  • Beacon Pointe Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • 505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.