Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Cambridge Investment Research 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 		$14.4M Sell
305,891
-3,682
-1% -$173K 0.03% 531
2026
Q1 		$14.6M Buy
309,573
+12,165
+4% +$577K 0.04% 472
2025
Q4 		$14.1M Buy
297,408
+43,439
+17% +$2.07M 0.04% 468
2025
Q3 		$12.1M Sell
253,969
-31
-0% -$1.46K 0.03% 502
2025
Q2 		$12M Sell
254,000
-136,685
-35% -$6.35M 0.04% 479
2025
Q1 		$18.4M Sell
390,685
-13,764
-3% -$640K 0.06% 310
2024
Q4 		$18.6M Buy
404,449
+96,777
+31% +$4.54M 0.06% 305
2024
Q3 		$14.8M Buy
307,672
+102,156
+50% +$4.85M 0.05% 369
2024
Q2 		$9.52M Buy
205,516
+130,735
+175% +$6.01M 0.04% 492
2024
Q1 		$3.49M Buy
74,781
+13,898
+23% +$647K 0.01% 950
2023
Q4 		$2.87M Sell
60,883
-20,771
-25% -$938K 0.01% 994
2023
Q3 		$3.65M Buy
81,654
+5,534
+7% +$253K 0.02% 817
2023
Q2 		$3.55M Buy
76,120
+58,422
+330% +$2.75M 0.02% 835
2023
Q1 		$839K Buy
+17,698
New +$831K ﹤0.01% 1689

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

Cambridge Investment Research Advisors's JCPB Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 1.2% in Q2 2026, selling an estimated $173K and leaving 305,891 shares worth $14.4M. The position accounts for 0.03% of the portfolio, ranked #531.

Cambridge Investment Research Advisors first reported a position in JCPB in Q1 2023 and has held it in 14 quarters since. The position peaked at $18.6M in Q4 2024. 508 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Cambridge Investment Research Advisors held 305,891 shares of JPMorgan Core Plus Bond ETF worth $14.4M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 3,682 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $173K.
  • JPMorgan Core Plus Bond ETF made up 0.03% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #531 holding.
  • Cambridge Investment Research Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Cambridge Investment Research Advisors's JPMorgan Core Plus Bond ETF position peaked at $18.6M in Q4 2024.
  • 508 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.