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Cahill Financial Advisors’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Cahill Financial 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 		$295K Buy
6,289
+687
+12% +$32.2K 0.03% 250
2026
Q1 		$264K Sell
5,602
-4,179
-43% -$198K 0.03% 256
2025
Q4 		$463K Buy
9,781
+5,153
+111% +$245K 0.05% 183
2025
Q3 		$220K Buy
+4,628
New +$218K 0.03% 272

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

Cahill Financial Advisors's JCPB Position: Q2 2026 in Review

Cahill Financial Advisors increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 12% in Q2 2026, buying an estimated $32.2K and bringing the position to 6,289 shares worth $295K. The position accounts for 0.03% of the portfolio, ranked #250.

Cahill Financial Advisors first reported a position in JCPB in Q3 2025 and has held it in 4 quarters since. The position peaked at $463K in Q4 2025. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Cahill Financial Advisors held 6,289 shares of JPMorgan Core Plus Bond ETF worth $295K as of Q2 2026.
  • Cahill Financial Advisors bought 687 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $32.2K.
  • JPMorgan Core Plus Bond ETF made up 0.03% of Cahill Financial Advisors's portfolio in Q2 2026, its #250 holding.
  • Cahill Financial Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Cahill Financial Advisors's JPMorgan Core Plus Bond ETF position peaked at $463K in Q4 2025.
  • 505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.