Guardian Wealth Advisors (North Carolina)’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$29M	Buy	617,587 +3,113	+0.5%	+$146K	1.63%	14
2026 Q1	$28.9M	Buy	614,474 +32,679	+6%	+$1.55M	1.82%	13
2025 Q4	$27.6M	Buy	581,795 +13,702	+2%	+$652K	1.71%	14
2025 Q3	$27M	Buy	568,093 +58,203	+11%	+$2.74M	1.75%	14
2025 Q2	$24M	Buy	509,890 +39,701	+8%	+$1.84M	1.69%	12
2025 Q1	$22.1M	Buy	470,189 +21,655	+5%	+$1.01M	1.77%	10
2024 Q4	$20.7M	Buy	448,534 +97,542	+28%	+$4.57M	1.63%	13
2024 Q3	$16.9M	Buy	350,992 +14,270	+4%	+$678K	1.8%	13
2024 Q2	$15.6M	Buy	336,722 +26,643	+9%	+$1.22M	1.82%	12
2024 Q1	$14.5M	Sell	310,079 -12,922	-4%	-$601K	1.77%	13
2023 Q4	$15.2M	Sell	323,001 -15,485	-5%	-$699K	2.31%	10
2023 Q3	$15.1M	Buy	338,486 +322,836	+2,063%	+$14.8M	2.57%	9
2023 Q2	$729K	Sell	15,650 -5,848	-27%	-$275K	0.12%	94
2023 Q1	$1.02M	Sell	21,498 -1,419	-6%	-$66.6K	0.18%	73
2022 Q4	$1.06M	Sell	22,917 -3,913	-15%	-$180K	0.2%	62
2022 Q3	$1.23M	Buy	26,830 +3,683	+16%	+$177K	0.23%	51
2022 Q2	$1.11M	Buy	+23,147	New	+$1.13M	0.2%	57

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

Guardian Wealth Advisors (North Carolina)'s JCPB Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 0.51% in Q2 2026, buying an estimated $146K and bringing the position to 617,587 shares worth $29M. The position accounts for 1.63% of the portfolio, ranked #14.

Guardian Wealth Advisors (North Carolina) first reported a position in JCPB in Q2 2022 and has held it in 17 quarters since. 506 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Guardian Wealth Advisors (North Carolina) held 617,587 shares of JPMorgan Core Plus Bond ETF worth $29M as of Q2 2026.
Guardian Wealth Advisors (North Carolina) bought 3,113 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $146K.
JPMorgan Core Plus Bond ETF made up 1.63% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #14 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in JPMorgan Core Plus Bond ETF in Q2 2022 and has held it in 17 quarters since.
506 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.