Focus Partners Advisor Solutions’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Focus Partners 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 Q2	$245K	Buy	+5,218	New	+$245K	﹤0.01%	1098
2025 Q4	–	Sell	-13,248	Closed	-$630K	–	1191
2025 Q3	$630K	Buy	13,248 +8,074	+156%	+$380K	0.01%	670
2025 Q2	$243K	Sell	5,174 -3,983	-43%	-$185K	﹤0.01%	948
2025 Q1	$431K	Buy	9,157 +146	+2%	+$6.79K	0.01%	639
2024 Q4	$415K	Sell	9,011 -5,950	-40%	-$279K	0.01%	519
2024 Q3	$722K	Sell	14,961 -14	-0.1%	-$665	0.02%	364
2024 Q2	$694K	Buy	+14,975	New	+$689K	0.02%	307

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

Focus Partners Advisor Solutions's JCPB Position: Q2 2026 in Review

Focus Partners Advisor Solutions opened a new position in JPMorgan Core Plus Bond ETF (JCPB) in Q2 2026: 5,218 shares worth $245K. The stake represents ﹤0.01% of the portfolio and ranks #1098 among its holdings. This is a return to the name: Focus Partners Advisor Solutions previously reported a position in JCPB as recently as Q3 2025.

Focus Partners Advisor Solutions first reported a position in JCPB in Q2 2024 and has held it in 7 quarters since. The position peaked at $722K in Q3 2024. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Focus Partners Advisor Solutions held 5,218 shares of JPMorgan Core Plus Bond ETF worth $245K as of Q2 2026.
JPMorgan Core Plus Bond ETF was a new Focus Partners Advisor Solutions position in Q2 2026.
JPMorgan Core Plus Bond ETF made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #1098 holding.
Focus Partners Advisor Solutions first reported a position in JPMorgan Core Plus Bond ETF in Q2 2024 and has held it in 7 quarters since.
Focus Partners Advisor Solutions's JPMorgan Core Plus Bond ETF position peaked at $722K in Q3 2024.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.