Independent Advisor Alliance’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Independent Advisor Alliance’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	$4.06M	Buy	86,448 +6,054	+8%	+$284K	0.1%	158
2026 Q1	$3.78M	Buy	80,394 +4,429	+6%	+$210K	0.04%	388
2025 Q4	$3.6M	Buy	75,965 +5,357	+8%	+$255K	0.09%	185
2025 Q3	$3.36M	Buy	+70,608	New	+$3.32M	0.09%	194

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

Independent Advisor Alliance's JCPB Position: Q2 2026 in Review

Independent Advisor Alliance increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 7.5% in Q2 2026, buying an estimated $284K and bringing the position to 86,448 shares worth $4.06M. The position accounts for 0.1% of the portfolio, ranked #158.

Independent Advisor Alliance first reported a position in JCPB in Q3 2025 and has held it in 4 quarters since. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Independent Advisor Alliance held 86,448 shares of JPMorgan Core Plus Bond ETF worth $4.06M as of Q2 2026.
Independent Advisor Alliance bought 6,054 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $284K.
JPMorgan Core Plus Bond ETF made up 0.1% of Independent Advisor Alliance's portfolio in Q2 2026, its #158 holding.
Independent Advisor Alliance first reported a position in JPMorgan Core Plus Bond ETF in Q3 2025 and has held it in 4 quarters since.
503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.