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

Crewe 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	$385	Hold	8	–	–	﹤0.01%	1088
2026 Q1	$382	Hold	8	–	–	﹤0.01%	1002
2025 Q4	$379	Buy	+8	New	+$381	﹤0.01%	1052

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

Crewe Advisors's JCPB Position: Q2 2026 in Review

Crewe Advisors held its JPMorgan Core Plus Bond ETF (JCPB) position steady in Q2 2026 at 8 shares worth $385. The position accounts for ﹤0.01% of the portfolio, ranked #1088.

Crewe Advisors first reported a position in JCPB in Q4 2025 and has held it in 3 quarters since. 508 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Crewe Advisors held 8 shares of JPMorgan Core Plus Bond ETF worth $385 as of Q2 2026.
Crewe Advisors left its JPMorgan Core Plus Bond ETF share count unchanged in Q2 2026.
JPMorgan Core Plus Bond ETF made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #1088 holding.
Crewe Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q4 2025 and has held it in 3 quarters since.
508 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.