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Farther Finance Advisors’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Farther Finance 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 		$10.6M Buy
225,819
+127,717
+130% +$5.99M 0.08% 205
2026
Q1 		$4.6M Sell
98,102
-654
-0.7% -$31K 0.04% 369
2025
Q4 		$4.68M Buy
98,756
+67,189
+213% +$3.2M 0.05% 323
2025
Q3 		$1.5M Sell
31,567
-1,315
-4% -$61.9K 0.02% 559
2025
Q2 		$1.55M Buy
32,882
+1,033
+3% +$48K 0.03% 446
2025
Q1 		$1.5M Buy
31,849
+8,748
+38% +$407K 0.04% 367
2024
Q4 		$1.06M Sell
23,101
-8,512
-27% -$399K 0.04% 354
2024
Q3 		$1.53M Buy
31,613
+10,482
+50% +$498K 0.06% 245
2024
Q2 		$969K Buy
21,131
+602
+3% +$27.7K 0.05% 309
2024
Q1 		$947K Sell
20,529
-58
-0.3% -$2.7K 0.06% 262
2023
Q4 		$969K Buy
20,587
+8,475
+70% +$383K 0.07% 240
2023
Q3 		$541K Sell
12,112
-1,171
-9% -$53.6K 0.08% 195
2023
Q2 		$619K Sell
13,283
-8,617
-39% -$405K 0.14% 139
2023
Q1 		$1.04M Buy
+21,900
New +$1.03M 0.3% 62

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

Farther Finance Advisors's JCPB Position: Q2 2026 in Review

Farther Finance Advisors increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 130% in Q2 2026, buying an estimated $5.99M and bringing the position to 225,819 shares worth $10.6M. The position accounts for 0.08% of the portfolio, ranked #205.

Farther Finance Advisors first reported a position in JCPB in Q1 2023 and has held it in 14 quarters since. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Farther Finance Advisors held 225,819 shares of JPMorgan Core Plus Bond ETF worth $10.6M as of Q2 2026.
  • Farther Finance Advisors bought 127,717 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $5.99M.
  • JPMorgan Core Plus Bond ETF made up 0.08% of Farther Finance Advisors's portfolio in Q2 2026, its #205 holding.
  • Farther Finance Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • 503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.