Cary Street Partners Investment Advisory’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Cary Street Partners Investment Advisory’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	$1.75M	Buy	37,292 +7,776	+26%	+$365K	0.35%	70
2026 Q1	$1.39M	Buy	29,516 +5,421	+22%	+$257K	0.35%	76
2025 Q4	$1.14M	Buy	24,095 +5,308	+28%	+$253K	0.31%	84
2025 Q3	$893K	Buy	18,787 +3,298	+21%	+$155K	0.37%	54
2025 Q2	$729K	Buy	15,489 +1,616	+12%	+$75.1K	0.35%	60
2025 Q1	$653K	Buy	13,873 +466	+3%	+$21.7K	0.38%	57
2024 Q4	$618K	Buy	+13,407	New	+$629K	0.41%	55

Other funds holding JCPB

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cary Street Partners Investment Advisory's JCPB Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 26% in Q2 2026, buying an estimated $365K and bringing the position to 37,292 shares worth $1.75M. The position accounts for 0.35% of the portfolio, ranked #70.

Cary Street Partners Investment Advisory first reported a position in JCPB in Q4 2024 and has held it in 7 quarters since. 328 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Cary Street Partners Investment Advisory held 37,292 shares of JPMorgan Core Plus Bond ETF worth $1.75M as of Q2 2026.
Cary Street Partners Investment Advisory bought 7,776 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $365K.
JPMorgan Core Plus Bond ETF made up 0.35% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #70 holding.
Cary Street Partners Investment Advisory first reported a position in JPMorgan Core Plus Bond ETF in Q4 2024 and has held it in 7 quarters since.
328 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.