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JCPB icon

CGN Advisors’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

CGN 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
Q2 		$90.9M Buy
1,936,795
+135,301
+8% +$6.35M 6.64% 1
2026
Q1 		$84.8M Buy
1,801,494
+94,458
+6% +$4.48M 6.7% 1
2025
Q4 		$80.8M Buy
1,707,036
+76,720
+5% +$3.65M 6.4% 1
2025
Q3 		$77.5M Buy
1,630,316
+86,470
+6% +$4.07M 6.38% 1
2025
Q2 		$72.7M Buy
1,543,846
+115,929
+8% +$5.39M 6.49% 1
2025
Q1 		$67.2M Buy
1,427,917
+13,098
+0.9% +$609K 6.57% 1
2024
Q4 		$65.2M Buy
1,414,819
+131,341
+10% +$6.16M 6.33% 1
2024
Q3 		$61.9M Buy
1,283,478
+149,455
+13% +$7.1M 6.23% 1
2024
Q2 		$52.5M Buy
1,134,023
+116,117
+11% +$5.34M 6.11% 1
2024
Q1 		$47.5M Buy
1,017,906
+179,451
+21% +$8.35M 6.03% 1
2023
Q4 		$39.5M Buy
838,455
+825,276
+6,262% +$37.3M 5.47% 1
2023
Q3 		$589K Buy
13,179
+8,243
+167% +$377K 0.08% 178
2023
Q2 		$230K Buy
+4,936
New +$232K 0.03% 217
2023
Q1 		– Sell
-27,862
Closed -$1.28M – 220
2022
Q4 		$1.28M Sell
27,862
-128,639
-82% -$5.91M 0.23% 116
2022
Q3 		$7.18M Buy
156,501
+44,193
+39% +$2.12M 1.8% 10
2022
Q2 		$5.39M Buy
112,308
+8,084
+8% +$394K 1.52% 14
2022
Q1 		$5.32M Buy
+104,224
New +$5.46M 1.33% 25

Other funds holding JCPB

Betterment LLC
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Bank of America
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

CGN Advisors's JCPB Position: Q2 2026 in Review

CGN Advisors increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 7.5% in Q2 2026, buying an estimated $6.35M and bringing the position to 1,936,795 shares worth $90.9M. The position accounts for 6.64% of the portfolio, ranked #1.

CGN Advisors first reported a position in JCPB in Q1 2022 and has held it in 17 quarters since. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • CGN Advisors held 1,936,795 shares of JPMorgan Core Plus Bond ETF worth $90.9M as of Q2 2026.
  • CGN Advisors bought 135,301 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $6.35M.
  • JPMorgan Core Plus Bond ETF made up 6.64% of CGN Advisors's portfolio in Q2 2026, its #1 holding.
  • CGN Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • 503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on CGN Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.