Commonwealth Equity Services’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Commonwealth Equity 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	$69.6M	Buy	1,483,464 +115,551	+8%	+$5.42M	0.09%	228
2026 Q1	$64.4M	Buy	1,367,913 +186,895	+16%	+$8.87M	0.09%	222
2025 Q4	$55.9M	Buy	1,181,018 +47,641	+4%	+$2.27M	0.07%	257
2025 Q3	$53.9M	Buy	1,133,377 +113,171	+11%	+$5.33M	0.07%	270
2025 Q2	$48M	Sell	1,020,206 -547,017	-35%	-$25.4M	0.06%	297
2025 Q1	$73.7M	Buy	1,567,223 +831,916	+113%	+$38.7M	0.1%	186
2024 Q4	$33.9M	Buy	735,307 +43,908	+6%	+$2.06M	0.05%	355
2024 Q3	$33.4M	Sell	691,399 -152,009	-18%	-$7.22M	0.05%	350
2024 Q2	$39.1M	Buy	843,408 +89,677	+12%	+$4.12M	0.06%	298
2024 Q1	$35.2M	Buy	753,731 +224,572	+42%	+$10.4M	0.06%	317
2023 Q4	$24.9M	Buy	529,159 +95,694	+22%	+$4.32M	0.05%	391
2023 Q3	$19.4M	Buy	433,465 +32,888	+8%	+$1.5M	0.04%	425
2023 Q2	$18.7M	Buy	400,577 +142,481	+55%	+$6.7M	0.04%	442
2023 Q1	$12.2K	Buy	258,096 +30,551	+13%	+$1.43M	0.03%	577
2022 Q4	$10.5M	Sell	227,545 -20,847	-8%	-$958K	0.03%	611
2022 Q3	$11.4M	Buy	248,392 +43,703	+21%	+$2.1M	0.03%	530
2022 Q2	$9.83M	Buy	204,689 +156,988	+329%	+$7.66M	0.03%	586
2022 Q1	$2.44M	Buy	47,701 +43,273	+977%	+$2.27M	0.01%	1384
2021 Q4	$240K	Buy	+4,428	New	+$241K	﹤0.01%	3154

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

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 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

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Commonwealth Equity Services's JCPB Position: Q2 2026 in Review

Commonwealth Equity Services increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 8.4% in Q2 2026, buying an estimated $5.42M and bringing the position to 1,483,464 shares worth $69.6M. The position accounts for 0.09% of the portfolio, ranked #228.

Commonwealth Equity Services first reported a position in JCPB in Q4 2021 and has held it in 19 quarters since. The position peaked at $73.7M in Q1 2025. 217 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Commonwealth Equity Services held 1,483,464 shares of JPMorgan Core Plus Bond ETF worth $69.6M as of Q2 2026.
Commonwealth Equity Services bought 115,551 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $5.42M.
JPMorgan Core Plus Bond ETF made up 0.09% of Commonwealth Equity Services's portfolio in Q2 2026, its #228 holding.
Commonwealth Equity Services first reported a position in JPMorgan Core Plus Bond ETF in Q4 2021 and has held it in 19 quarters since.
Commonwealth Equity Services's JPMorgan Core Plus Bond ETF position peaked at $73.7M in Q1 2025.
217 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.