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

Diversify Advisory 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	$1.28M	Buy	27,630 +20,621	+294%	+$967K	0.02%	549
2026 Q1	$329K	Sell	7,009 -22,969	-77%	-$1.09M	0.05%	156
2025 Q4	$1.42M	Sell	29,978 -4,331	-13%	-$206K	0.05%	290
2025 Q3	$1.63M	Buy	34,309 +888	+3%	+$41.8K	0.05%	253
2025 Q2	$1.57M	Sell	33,421 -3,087	-8%	-$143K	0.06%	227
2025 Q1	$1.72M	Buy	36,508 +989	+3%	+$46K	0.11%	137
2024 Q4	$1.62M	Sell	35,519 -15,064	-30%	-$706K	0.09%	160
2024 Q3	$2.38M	Buy	50,583 +3,277	+7%	+$156K	0.13%	146
2024 Q2	$2.2M	Buy	+47,306	New	+$2.18M	0.12%	150

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

Diversify Advisory Services's JCPB Position: Q2 2026 in Review

Diversify Advisory Services increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 294% in Q2 2026, buying an estimated $967K and bringing the position to 27,630 shares worth $1.28M. The position accounts for 0.02% of the portfolio, ranked #549.

Diversify Advisory Services first reported a position in JCPB in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.38M in Q3 2024. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Diversify Advisory Services held 27,630 shares of JPMorgan Core Plus Bond ETF worth $1.28M as of Q2 2026.
Diversify Advisory Services bought 20,621 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $967K.
JPMorgan Core Plus Bond ETF made up 0.02% of Diversify Advisory Services's portfolio in Q2 2026, its #549 holding.
Diversify Advisory Services first reported a position in JPMorgan Core Plus Bond ETF in Q2 2024 and has held it in 9 quarters since.
Diversify Advisory Services's JPMorgan Core Plus Bond ETF position peaked at $2.38M in Q3 2024.
503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.