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Glass Jacobson Investment Advisors’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Glass Jacobson Investment 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 		$208K Buy
4,429
+2,224
+101% +$104K 0.06% 197
2026
Q1 		$104K Buy
2,205
+13
+0.6% +$617 0.04% 243
2025
Q4 		$104K Buy
2,192
+13
+0.6% +$618 0.04% 234
2025
Q3 		$104K Buy
2,179
+14
+0.6% +$659 0.04% 230
2025
Q2 		$102K Buy
+2,165
New +$101K 0.04% 226

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

Glass Jacobson Investment Advisors's JCPB Position: Q2 2026 in Review

Glass Jacobson Investment Advisors increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 101% in Q2 2026, buying an estimated $104K and bringing the position to 4,429 shares worth $208K. The position accounts for 0.06% of the portfolio, ranked #197.

Glass Jacobson Investment Advisors first reported a position in JCPB in Q2 2025 and has held it in 5 quarters since. 508 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Glass Jacobson Investment Advisors held 4,429 shares of JPMorgan Core Plus Bond ETF worth $208K as of Q2 2026.
  • Glass Jacobson Investment Advisors bought 2,224 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $104K.
  • JPMorgan Core Plus Bond ETF made up 0.06% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #197 holding.
  • Glass Jacobson Investment Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 508 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.