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 Q3	$793K	Buy	17,709 +1,824	+11%	+$84K	0.02%	522
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

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

WWM

Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Dynamic Advisor Solutions's JCPB Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 11% in Q3 2026, buying an estimated $84K and bringing the position to 17,709 shares worth $793K. The position accounts for 0.02% of the portfolio, ranked #522.

Dynamic Advisor Solutions first reported a position in JCPB in Q3 2024 and has held it in 9 quarters since. 104 funds tracked by Wall St. Rank hold JCPB as of Q3 2026.

Dynamic Advisor Solutions held 17,709 shares of JPMorgan Core Plus Bond ETF worth $793K as of Q3 2026.
Dynamic Advisor Solutions bought 1,824 JPMorgan Core Plus Bond ETF shares in Q3 2026, an estimated $84K.
JPMorgan Core Plus Bond ETF made up 0.02% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #522 holding.
Dynamic Advisor Solutions first reported a position in JPMorgan Core Plus Bond ETF in Q3 2024 and has held it in 9 quarters since.
104 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.