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

CoreCap 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	–	Sell	-1,218	Closed	-$57.4K	–	3235
2026 Q1	$57.4K	Buy	1,218 +255	+26%	+$12.1K	﹤0.01%	1239
2025 Q4	$45.6K	Buy	963 +1	+0.1%	+$48	﹤0.01%	1375
2025 Q3	$45.8K	Sell	962 -1	-0.1%	-$47	﹤0.01%	1355
2025 Q2	$45.4K	Sell	963 -1	-0.1%	-$46	﹤0.01%	1294
2025 Q1	$45.3K	Hold	964	–	–	﹤0.01%	1205
2024 Q4	$44.4K	Sell	964 -1,215	-56%	-$57K	﹤0.01%	1240
2024 Q3	$105K	Sell	2,179 -653	-23%	-$31K	﹤0.01%	887
2024 Q2	$131K	Sell	2,832 -70	-2%	-$3.22K	0.01%	443
2024 Q1	$135K	Buy	+2,902	New	+$135K	0.01%	745

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

CoreCap Advisors's JCPB Position: Q2 2026 in Review

CoreCap Advisors sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q2 2026, closing a stake of 1,218 shares — an estimated $57.4K sold.

CoreCap Advisors first reported a position in JCPB in Q1 2024 and held it in 9 quarters. The position peaked at $135K in Q1 2024. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

CoreCap Advisors reported no remaining JPMorgan Core Plus Bond ETF position as of Q2 2026 after selling out during the quarter.
CoreCap Advisors sold 1,218 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $57.4K.
CoreCap Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q1 2024 and held it in 9 quarters.
CoreCap Advisors's JPMorgan Core Plus Bond ETF position peaked at $135K in Q1 2024.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

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