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

Fragasso 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	$218K	Buy	4,645 +382	+9%	+$17.9K	0.01%	342
2026 Q1	$200K	Buy	+4,263	New	+$202K	0.01%	317
2023 Q3	–	Sell	-13,385	Closed	-$623K	–	232
2023 Q2	$623K	Buy	13,385 +1	+0%	+$47	0.07%	137
2023 Q1	$634K	Sell	13,384 -122	-0.9%	-$5.73K	0.07%	123
2022 Q4	$620K	Buy	13,506 +104	+0.8%	+$4.78K	0.07%	121
2022 Q3	$615K	Buy	13,402 +139	+1%	+$6.67K	0.09%	95
2022 Q2	$637K	Hold	13,263	–	–	0.09%	101
2022 Q1	$677K	Hold	13,263	–	–	0.08%	93
2021 Q4	$720K	Hold	13,263	–	–	0.09%	95
2021 Q3	$723K	Hold	13,263	–	–	0.1%	83
2021 Q2	$726K	Hold	13,263	–	–	0.1%	78
2021 Q1	$715K	Buy	13,263 +7,391	+126%	+$405K	0.1%	80
2020 Q4	$327K	Hold	5,872	–	–	0.05%	110
2020 Q3	$327K	Buy	5,872 +895	+18%	+$50K	0.05%	99
2020 Q2	$280K	Hold	4,977	–	–	0.05%	101
2020 Q1	$270K	Buy	4,977 +111	+2%	+$5.95K	0.06%	104
2019 Q4	$256K	Buy	4,866 +245	+5%	+$13K	0.04%	122
2019 Q3	$247K	Buy	+4,621	New	+$245K	0.05%	115

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

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

Fragasso Financial Advisors increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 9% in Q2 2026, buying an estimated $17.9K and bringing the position to 4,645 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #342.

Fragasso Financial Advisors first reported a position in JCPB in Q3 2019 and has held it in 18 quarters since. The position peaked at $726K in Q2 2021. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Fragasso Financial Advisors held 4,645 shares of JPMorgan Core Plus Bond ETF worth $218K as of Q2 2026.
Fragasso Financial Advisors bought 382 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $17.9K.
JPMorgan Core Plus Bond ETF made up 0.01% of Fragasso Financial Advisors's portfolio in Q2 2026, its #342 holding.
Fragasso Financial Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q3 2019 and has held it in 18 quarters since.
Fragasso Financial Advisors's JPMorgan Core Plus Bond ETF position peaked at $726K in Q2 2021.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Fragasso Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.