J.W. Cole Advisors’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

J.W. Cole 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	$504K	Buy	10,737 +259	+2%	+$12.1K	0.01%	1002
2026 Q1	$493K	Buy	10,478 +1,834	+21%	+$87K	0.02%	511
2025 Q4	$409K	Buy	8,644 +1,895	+28%	+$90.2K	0.01%	967
2025 Q3	$321K	Buy	6,749 +707	+12%	+$33.3K	0.01%	1185
2025 Q2	$284K	Buy	6,042 +695	+13%	+$32.3K	0.01%	1170
2025 Q1	$252K	Buy	+5,347	New	+$249K	0.01%	1050
2024 Q1	–	Sell	-9,327	Closed	-$439K	–	900
2023 Q4	$439K	Sell	9,327 -1,740	-16%	-$78.6K	0.03%	525
2023 Q3	$494K	Buy	11,067 +31	+0.3%	+$1.42K	0.04%	422
2023 Q2	$514K	Buy	11,036 +91	+0.8%	+$4.28K	0.04%	423
2023 Q1	$519K	Buy	+10,945	New	+$514K	0.04%	440
2021 Q2	–	Sell	-11,023	Closed	-$594K	–	752
2021 Q1	$594K	Sell	11,023 -3,151	-22%	-$173K	0.06%	341
2020 Q4	$790K	Buy	+14,174	New	+$791K	0.08%	254

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

J.W. Cole Advisors's JCPB Position: Q2 2026 in Review

J.W. Cole Advisors increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 2.5% in Q2 2026, buying an estimated $12.1K and bringing the position to 10,737 shares worth $504K. The position accounts for 0.01% of the portfolio, ranked #1002.

J.W. Cole Advisors first reported a position in JCPB in Q4 2020 and has held it in 12 quarters since. The position peaked at $790K in Q4 2020. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

J.W. Cole Advisors held 10,737 shares of JPMorgan Core Plus Bond ETF worth $504K as of Q2 2026.
J.W. Cole Advisors bought 259 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $12.1K.
JPMorgan Core Plus Bond ETF made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1002 holding.
J.W. Cole Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q4 2020 and has held it in 12 quarters since.
J.W. Cole Advisors's JPMorgan Core Plus Bond ETF position peaked at $790K in Q4 2020.
503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.