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

IFP 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 		$2.66M Buy
56,687
+4,725
+9% +$222K 0.05% 406
2026
Q1 		$2.45M Buy
51,962
+7,323
+16% +$348K 0.05% 389
2025
Q4 		$2.11M Buy
44,639
+3,981
+10% +$189K 0.05% 407
2025
Q3 		$1.93M Buy
40,658
+5,695
+16% +$268K 0.05% 391
2025
Q2 		$1.65M Buy
34,963
+14,803
+73% +$688K 0.05% 409
2025
Q1 		$948K Buy
20,160
+9,522
+90% +$443K 0.03% 572
2024
Q4 		$490K Sell
10,638
-479
-4% -$22.5K 0.02% 745
2024
Q3 		$536K Sell
11,117
-255
-2% -$12.1K 0.02% 675
2024
Q2 		$527K Sell
11,372
-1,052
-8% -$48.4K 0.02% 635
2024
Q1 		$580K Sell
12,424
-3,992
-24% -$186K 0.03% 566
2023
Q4 		$773K Sell
16,416
-11,214
-41% -$506K 0.04% 456
2023
Q3 		$1.23M Buy
27,630
+4,613
+20% +$211K 0.06% 340
2023
Q2 		$1.07M Sell
23,017
-47
-0.2% -$2.21K 0.04% 408
2023
Q1 		$1.16M Sell
23,064
-1,301
-5% -$61.1K 0.05% 343
2022
Q4 		$1.27M Sell
24,365
-3,174
-12% -$146K 0.03% 528
2022
Q3 		$1.43M Buy
27,539
+5,707
+26% +$274K 0.04% 514
2022
Q2 		$1.15M Hold
21,832
– – 0.04% 533
2022
Q1 		$1.15M Buy
21,832
+9,137
+72% +$479K 0.04% 533
2021
Q4 		$743K Buy
+12,695
New +$691K 0.01% 471

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

IFP Advisors's JCPB Position: Q2 2026 in Review

IFP Advisors increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 9.1% in Q2 2026, buying an estimated $222K and bringing the position to 56,687 shares worth $2.66M. The position accounts for 0.05% of the portfolio, ranked #406.

IFP Advisors first reported a position in JCPB in Q4 2021 and has held it in 19 quarters since. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • IFP Advisors held 56,687 shares of JPMorgan Core Plus Bond ETF worth $2.66M as of Q2 2026.
  • IFP Advisors bought 4,725 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $222K.
  • JPMorgan Core Plus Bond ETF made up 0.05% of IFP Advisors's portfolio in Q2 2026, its #406 holding.
  • IFP Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.