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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
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

HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Beacon Pointe Advisors's JCPB Position: Q1 2026 in Review

Beacon Pointe Advisors increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 26% in Q1 2026, buying an estimated $565K and bringing the position to 56,972 shares worth $2.68M. The position accounts for 0.01% of the portfolio, ranked #649.

Beacon Pointe Advisors first reported a position in JCPB in Q2 2023 and has held it in 12 quarters since. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

  • Beacon Pointe Advisors held 56,972 shares of JPMorgan Core Plus Bond ETF worth $2.68M as of Q1 2026.
  • Beacon Pointe Advisors bought 11,916 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $565K.
  • JPMorgan Core Plus Bond ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #649 holding.
  • Beacon Pointe Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q2 2023 and has held it in 12 quarters since.
  • 478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.