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Fiduciary Alliance’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Fiduciary Alliance’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 		$1.77M Sell
37,603
-1,169
-3% -$54.8K 0.12% 188
2026
Q1 		$1.83M Buy
38,772
+2,899
+8% +$138K 0.11% 192
2025
Q4 		$1.7M Buy
35,873
+55
+0.2% +$2.62K 0.11% 178
2025
Q3 		$1.7M Buy
35,818
+2,455
+7% +$116K 0.11% 170
2025
Q2 		$1.57M Buy
+33,363
New +$1.55M 0.12% 170

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

Fiduciary Alliance's JCPB Position: Q2 2026 in Review

Fiduciary Alliance reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 3% in Q2 2026, selling an estimated $54.8K and leaving 37,603 shares worth $1.77M. The position accounts for 0.12% of the portfolio, ranked #188.

Fiduciary Alliance first reported a position in JCPB in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.83M in Q1 2026. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Fiduciary Alliance held 37,603 shares of JPMorgan Core Plus Bond ETF worth $1.77M as of Q2 2026.
  • Fiduciary Alliance sold 1,169 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $54.8K.
  • JPMorgan Core Plus Bond ETF made up 0.12% of Fiduciary Alliance's portfolio in Q2 2026, its #188 holding.
  • Fiduciary Alliance first reported a position in JPMorgan Core Plus Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Fiduciary Alliance's JPMorgan Core Plus Bond ETF position peaked at $1.83M in Q1 2026.
  • 503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.