Innovative Asset Advisors Group’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Innovative Asset Advisors Group’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	–	Sell	-121	Closed	-$5.68K	–	660
2026 Q1	$5.68K	Buy	+121	New	+$5.74K	﹤0.01%	751

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

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Innovative Asset Advisors Group's JCPB Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q2 2026, closing a stake of 121 shares — an estimated $5.68K sold.

Innovative Asset Advisors Group first reported a position in JCPB in Q1 2026 and held it in 1 quarter. The position peaked at $5.68K in Q1 2026. 489 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Innovative Asset Advisors Group reported no remaining JPMorgan Core Plus Bond ETF position as of Q2 2026 after selling out during the quarter.
Innovative Asset Advisors Group sold 121 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $5.68K.
Innovative Asset Advisors Group first reported a position in JPMorgan Core Plus Bond ETF in Q1 2026 and held it in 1 quarter.
Innovative Asset Advisors Group's JPMorgan Core Plus Bond ETF position peaked at $5.68K in Q1 2026.
489 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.