Capital Investment Advisory Services’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Capital Investment Advisory Services’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	$214K	Buy	+4,567	New	+$214K	0.01%	683
2022 Q1	–	Sell	-305	Closed	-$17K	–	856
2021 Q4	$17K	Buy	305 +133	+77%	+$7.24K	﹤0.01%	689
2021 Q3	$9K	Hold	172	–	–	﹤0.01%	688
2021 Q2	$9K	Hold	172	–	–	﹤0.01%	717
2021 Q1	$9K	Buy	+172	New	+$9.42K	﹤0.01%	663

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

Capital Investment Advisory Services's JCPB Position: Q2 2026 in Review

Capital Investment Advisory Services opened a new position in JPMorgan Core Plus Bond ETF (JCPB) in Q2 2026: 4,567 shares worth $214K. The stake represents 0.01% of the portfolio and ranks #683 among its holdings. This is a return to the name: Capital Investment Advisory Services previously reported a position in JCPB as recently as Q4 2021.

Capital Investment Advisory Services first reported a position in JCPB in Q1 2021 and has held it in 5 quarters since. 508 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Capital Investment Advisory Services held 4,567 shares of JPMorgan Core Plus Bond ETF worth $214K as of Q2 2026.
JPMorgan Core Plus Bond ETF was a new Capital Investment Advisory Services position in Q2 2026.
JPMorgan Core Plus Bond ETF made up 0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #683 holding.
Capital Investment Advisory Services first reported a position in JPMorgan Core Plus Bond ETF in Q1 2021 and has held it in 5 quarters since.
508 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.