Florida Financial Advisors’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Florida Financial 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	$382K	Buy	8,148 +1,154	+16%	+$54.1K	0.06%	231
2026 Q1	$329K	Buy	6,994 +2,089	+43%	+$99.1K	0.08%	228
2025 Q4	$232K	Sell	4,905 -816	-14%	-$38.8K	0.06%	254
2025 Q3	$272K	Sell	5,721 -17,601	-75%	-$828K	0.08%	213
2025 Q2	$1.1M	Sell	23,322 -2,934	-11%	-$136K	0.36%	60
2025 Q1	$1.24M	Sell	26,256 -5,174	-16%	-$241K	0.49%	40
2024 Q4	$1.45M	Buy	31,430 +8,629	+38%	+$405K	0.65%	31
2024 Q3	$1.1M	Buy	+22,801	New	+$1.08M	0.57%	35

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

Florida Financial Advisors's JCPB Position: Q2 2026 in Review

Florida Financial Advisors increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 16% in Q2 2026, buying an estimated $54.1K and bringing the position to 8,148 shares worth $382K. The position accounts for 0.06% of the portfolio, ranked #231.

Florida Financial Advisors first reported a position in JCPB in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.45M in Q4 2024. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Florida Financial Advisors held 8,148 shares of JPMorgan Core Plus Bond ETF worth $382K as of Q2 2026.
Florida Financial Advisors bought 1,154 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $54.1K.
JPMorgan Core Plus Bond ETF made up 0.06% of Florida Financial Advisors's portfolio in Q2 2026, its #231 holding.
Florida Financial Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q3 2024 and has held it in 8 quarters since.
Florida Financial Advisors's JPMorgan Core Plus Bond ETF position peaked at $1.45M in Q4 2024.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Florida Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.