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Copper Harbor Investment Advisors, LLC’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Copper Harbor Investment Advisors, LLC’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 		$1.37M Buy
+29,098
New +$1.36M 0.29% 55

Other funds holding JCPB

FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return

Copper Harbor Investment Advisors, LLC's JCPB Position: Q2 2026 in Review

Copper Harbor Investment Advisors, LLC opened a new position in JPMorgan Core Plus Bond ETF (JCPB) in Q2 2026: 29,098 shares worth $1.37M. The stake represents 0.29% of the portfolio and ranks #55 among its holdings.

159 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Copper Harbor Investment Advisors, LLC held 29,098 shares of JPMorgan Core Plus Bond ETF worth $1.37M as of Q2 2026.
  • JPMorgan Core Plus Bond ETF was a new Copper Harbor Investment Advisors, LLC position in Q2 2026.
  • JPMorgan Core Plus Bond ETF made up 0.29% of Copper Harbor Investment Advisors, LLC's portfolio in Q2 2026, its #55 holding.
  • 159 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Copper Harbor Investment Advisors, LLC's 13F filing for Q2 2026, filed 23 Jul 2026.