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

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

Dynamic Advisor Solutions's JCPB Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 27% in Q2 2026, buying an estimated $160K and bringing the position to 15,885 shares worth $746K. The position accounts for 0.02% of the portfolio, ranked #556.

Dynamic Advisor Solutions first reported a position in JCPB in Q3 2024 and has held it in 8 quarters since. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Dynamic Advisor Solutions held 15,885 shares of JPMorgan Core Plus Bond ETF worth $746K as of Q2 2026.
Dynamic Advisor Solutions bought 3,414 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $160K.
JPMorgan Core Plus Bond ETF made up 0.02% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #556 holding.
Dynamic Advisor Solutions first reported a position in JPMorgan Core Plus Bond ETF in Q3 2024 and has held it in 8 quarters since.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.