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 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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

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 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

Cambridge Investment Research Advisors's JCPB Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 4.1% in Q1 2026, buying an estimated $577K and bringing the position to 309,573 shares worth $14.6M. The position accounts for 0.04% of the portfolio, ranked #472.

Cambridge Investment Research Advisors first reported a position in JCPB in Q1 2023 and has held it in 13 quarters since. The position peaked at $18.6M in Q4 2024. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

Cambridge Investment Research Advisors held 309,573 shares of JPMorgan Core Plus Bond ETF worth $14.6M as of Q1 2026.
Cambridge Investment Research Advisors bought 12,165 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $577K.
JPMorgan Core Plus Bond ETF made up 0.04% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #472 holding.
Cambridge Investment Research Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q1 2023 and has held it in 13 quarters since.
Cambridge Investment Research Advisors's JPMorgan Core Plus Bond ETF position peaked at $18.6M in Q4 2024.
478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.