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

CBIZ 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	$25.3K	Hold	537	–	–	﹤0.01%	116
2026 Q1	$25.3K	Buy	537 +5	+0.9%	+$237	﹤0.01%	116
2025 Q4	$25.2K	Buy	532 +5	+0.9%	+$238	﹤0.01%	237
2025 Q3	$25K	Buy	527 +6	+1%	+$282	﹤0.01%	220
2025 Q2	$24.5K	Buy	521 +5	+1%	+$232	﹤0.01%	233
2025 Q1	$24.3K	Buy	+516	New	+$24K	﹤0.01%	203

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

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

CBIZ Investment Advisory Services held its JPMorgan Core Plus Bond ETF (JCPB) position steady in Q2 2026 at 537 shares worth $25.3K. The position accounts for ﹤0.01% of the portfolio, ranked #116.

CBIZ Investment Advisory Services first reported a position in JCPB in Q1 2025 and has held it in 6 quarters since. 508 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

CBIZ Investment Advisory Services held 537 shares of JPMorgan Core Plus Bond ETF worth $25.3K as of Q2 2026.
CBIZ Investment Advisory Services left its JPMorgan Core Plus Bond ETF share count unchanged in Q2 2026.
JPMorgan Core Plus Bond ETF made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #116 holding.
CBIZ Investment Advisory Services first reported a position in JPMorgan Core Plus Bond ETF in Q1 2025 and has held it in 6 quarters since.
508 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.