Dynamic Advisor Solutions’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Dynamic Advisor Solutions’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	$746K	Buy	15,885 +3,414	+27%	+$160K	0.02%	556
2026 Q1	$587K	Buy	12,471 +3,980	+47%	+$189K	0.02%	599
2025 Q4	$402K	Buy	8,491 +774	+10%	+$36.8K	0.01%	684
2025 Q3	$367K	Buy	7,717 +1,182	+18%	+$55.6K	0.01%	713
2025 Q2	$308K	Sell	6,535 -2,534	-28%	-$118K	0.01%	735
2025 Q1	$427K	Sell	9,069 -284	-3%	-$13.2K	0.01%	622
2024 Q4	$431K	Buy	9,353 +442	+5%	+$20.7K	0.02%	452
2024 Q3	$430K	Buy	+8,911	New	+$423K	0.01%	652

Other funds holding JCPB

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return