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

Detalus 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
-11,690
Closed -$550K – 201
2026
Q1 		$550K Buy
+11,690
New +$555K 0.13% 89

Other funds holding JCPB

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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

Detalus Advisors's JCPB Position: Q2 2026 in Review

Detalus Advisors sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q2 2026, closing a stake of 11,690 shares — an estimated $550K sold.

Detalus Advisors first reported a position in JCPB in Q1 2026 and held it in 1 quarter. The position peaked at $550K in Q1 2026. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Detalus Advisors reported no remaining JPMorgan Core Plus Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Detalus Advisors sold 11,690 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $550K.
  • Detalus Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q1 2026 and held it in 1 quarter.
  • Detalus Advisors's JPMorgan Core Plus Bond ETF position peaked at $550K in Q1 2026.
  • 503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Detalus Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.