D'Orazio & Associates’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

D'Orazio & Associates’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	$853K	Buy	18,172 +2,190	+14%	+$103K	0.1%	81
2026 Q1	$752K	Buy	15,982 +1,349	+9%	+$64K	0.1%	81
2025 Q4	$693K	Sell	14,633 -372	-2%	-$17.7K	0.09%	83
2025 Q3	$713K	Buy	15,005 +2,223	+17%	+$105K	0.09%	78
2025 Q2	$602K	Buy	12,782 +2,374	+23%	+$110K	0.08%	90
2025 Q1	$490K	Buy	10,408 +1,903	+22%	+$88.5K	0.07%	95
2024 Q4	$392K	Buy	8,505 +2,905	+52%	+$136K	0.06%	113
2024 Q3	$270K	Buy	5,600 +1,170	+26%	+$55.6K	0.04%	171
2024 Q2	$205K	Buy	+4,430	New	+$204K	0.03%	196
2024 Q1	–	Sell	-7,166	Closed	-$337K	–	208
2023 Q4	$337K	Buy	+7,166	New	+$324K	0.06%	99

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

D'Orazio & Associates's JCPB Position: Q2 2026 in Review

D'Orazio & Associates increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 14% in Q2 2026, buying an estimated $103K and bringing the position to 18,172 shares worth $853K. The position accounts for 0.1% of the portfolio, ranked #81.

D'Orazio & Associates first reported a position in JCPB in Q4 2023 and has held it in 10 quarters since. 508 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

D'Orazio & Associates held 18,172 shares of JPMorgan Core Plus Bond ETF worth $853K as of Q2 2026.
D'Orazio & Associates bought 2,190 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $103K.
JPMorgan Core Plus Bond ETF made up 0.1% of D'Orazio & Associates's portfolio in Q2 2026, its #81 holding.
D'Orazio & Associates first reported a position in JPMorgan Core Plus Bond ETF in Q4 2023 and has held it in 10 quarters since.
508 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on D'Orazio & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.