Cetera Investment Advisers’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Cetera Investment Advisers’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	$164M	Buy	3,497,566 +1,401,083	+67%	+$65.7M	0.15%	118
2026 Q1	$98.7M	Buy	2,096,483 +210,368	+11%	+$9.98M	0.11%	184
2025 Q4	$89.3M	Buy	1,886,115 +463,439	+33%	+$22M	0.1%	198
2025 Q3	$67.6M	Buy	1,422,676 +312,814	+28%	+$14.7M	0.08%	239
2025 Q2	$52.2M	Buy	1,109,862 +55,481	+5%	+$2.58M	0.09%	227
2025 Q1	$49.6M	Buy	1,054,381 +418,230	+66%	+$19.4M	0.1%	217
2024 Q4	$29.3M	Buy	636,151 +70,887	+13%	+$3.32M	0.06%	319
2024 Q3	$27.3M	Buy	565,264 +35,475	+7%	+$1.69M	0.06%	326
2024 Q2	$24.5M	Buy	529,789 +98,402	+23%	+$4.52M	0.06%	339
2024 Q1	$20.1M	Buy	431,387 +366,344	+563%	+$17M	0.05%	389
2023 Q4	$3.06M	Buy	65,043 +50,171	+337%	+$2.27M	0.02%	615
2023 Q3	$664K	Buy	14,872 +5,417	+57%	+$248K	0.01%	1275
2023 Q2	$440K	Buy	9,455 +2,330	+33%	+$110K	﹤0.01%	1521
2023 Q1	$338K	Buy	7,125 +2,296	+48%	+$108K	﹤0.01%	1641
2022 Q4	$222K	Buy	+4,829	New	+$222K	﹤0.01%	1847

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

Cetera Investment Advisers's JCPB Position: Q2 2026 in Review

Cetera Investment Advisers increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 67% in Q2 2026, buying an estimated $65.7M and bringing the position to 3,497,566 shares worth $164M. The position accounts for 0.15% of the portfolio, ranked #118.

Cetera Investment Advisers first reported a position in JCPB in Q4 2022 and has held it in 15 quarters since. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Cetera Investment Advisers held 3,497,566 shares of JPMorgan Core Plus Bond ETF worth $164M as of Q2 2026.
Cetera Investment Advisers bought 1,401,083 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $65.7M.
JPMorgan Core Plus Bond ETF made up 0.15% of Cetera Investment Advisers's portfolio in Q2 2026, its #118 holding.
Cetera Investment Advisers first reported a position in JPMorgan Core Plus Bond ETF in Q4 2022 and has held it in 15 quarters since.
503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.