Brio Consultants’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Brio Consultants’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	$870K	Buy	18,536 +524	+3%	+$24.6K	0.1%	85
2026 Q1	$843K	Buy	18,012 +5,162	+40%	+$245K	0.1%	81
2025 Q4	$608K	Sell	12,850 -674	-5%	-$32.1K	0.08%	93
2025 Q3	$643K	Sell	13,524 -864	-6%	-$40.7K	0.09%	84
2025 Q2	$677K	Buy	14,388 +3,825	+36%	+$178K	0.1%	81
2025 Q1	$497K	Buy	10,563 +546	+5%	+$25.4K	0.08%	78
2024 Q4	$461K	Buy	10,017 +458	+5%	+$21.5K	0.07%	83
2024 Q3	$461K	Buy	9,559 +822	+9%	+$39K	0.07%	81
2024 Q2	$405K	Buy	+8,737	New	+$402K	0.07%	78

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

Brio Consultants's JCPB Position: Q2 2026 in Review

Brio Consultants increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 2.9% in Q2 2026, buying an estimated $24.6K and bringing the position to 18,536 shares worth $870K. The position accounts for 0.1% of the portfolio, ranked #85.

Brio Consultants first reported a position in JCPB in Q2 2024 and has held it in 9 quarters since. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Brio Consultants held 18,536 shares of JPMorgan Core Plus Bond ETF worth $870K as of Q2 2026.
Brio Consultants bought 524 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $24.6K.
JPMorgan Core Plus Bond ETF made up 0.1% of Brio Consultants's portfolio in Q2 2026, its #85 holding.
Brio Consultants first reported a position in JPMorgan Core Plus Bond ETF in Q2 2024 and has held it in 9 quarters since.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Brio Consultants's 13F filing for Q2 2026, filed 12 Aug 2026.