Continuum Advisory’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Continuum 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	$34.5M	Buy	735,937 +22,197	+3%	+$1.04M	2.79%	5
2026 Q1	$33.6M	Buy	713,740 +52,294	+8%	+$2.48M	3.22%	4
2025 Q4	$31.3M	Buy	661,446 +57,907	+10%	+$2.75M	3.14%	3
2025 Q3	$28.7M	Buy	603,539 +46,660	+8%	+$2.2M	3.03%	3
2025 Q2	$26.2M	Buy	556,879 +63,733	+13%	+$2.96M	3.15%	3
2025 Q1	$23.2M	Buy	493,146 +33,229	+7%	+$1.55M	2.99%	3
2024 Q4	$21.2M	Sell	459,917 -6,589	-1%	-$309K	2.72%	3
2024 Q3	$21.7M	Buy	466,506 +59,035	+14%	+$2.8M	2.77%	3
2024 Q2	$18.9M	Buy	407,471 +7,565	+2%	+$348K	2.72%	3
2024 Q1	$18.4M	Buy	399,906 +35,524	+10%	+$1.65M	2.75%	3
2023 Q4	$17.2M	Buy	+364,382	New	+$16.5M	2.44%	4

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

Continuum Advisory's JCPB Position: Q2 2026 in Review

Continuum Advisory increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 3.1% in Q2 2026, buying an estimated $1.04M and bringing the position to 735,937 shares worth $34.5M. The position accounts for 2.79% of the portfolio, ranked #5.

Continuum Advisory first reported a position in JCPB in Q4 2023 and has held it in 11 quarters since. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Continuum Advisory held 735,937 shares of JPMorgan Core Plus Bond ETF worth $34.5M as of Q2 2026.
Continuum Advisory bought 22,197 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $1.04M.
JPMorgan Core Plus Bond ETF made up 2.79% of Continuum Advisory's portfolio in Q2 2026, its #5 holding.
Continuum Advisory first reported a position in JPMorgan Core Plus Bond ETF in Q4 2023 and has held it in 11 quarters since.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.