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EP Wealth Advisors’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

EP Wealth Advisors’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 		$770K Buy
16,407
+1,046
+7% +$49.1K ﹤0.01% 844
2026
Q1 		$723K Buy
15,361
+8,838
+135% +$419K ﹤0.01% 751
2025
Q4 		$309K Buy
+6,523
New +$310K ﹤0.01% 1122
2025
Q2 		$2.03M Buy
43,156
+38,546
+836% +$1.79M 0.01% 412
2025
Q1 		$217K Buy
+4,610
New +$214K ﹤0.01% 1098

Other funds holding JCPB

Betterment LLC
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Bank of America
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

EP Wealth Advisors's JCPB Position: Q2 2026 in Review

EP Wealth Advisors increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 6.8% in Q2 2026, buying an estimated $49.1K and bringing the position to 16,407 shares worth $770K. The position accounts for ﹤0.01% of the portfolio, ranked #844.

EP Wealth Advisors first reported a position in JCPB in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.03M in Q2 2025. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • EP Wealth Advisors held 16,407 shares of JPMorgan Core Plus Bond ETF worth $770K as of Q2 2026.
  • EP Wealth Advisors bought 1,046 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $49.1K.
  • JPMorgan Core Plus Bond ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #844 holding.
  • EP Wealth Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • EP Wealth Advisors's JPMorgan Core Plus Bond ETF position peaked at $2.03M in Q2 2025.
  • 503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.