Kestra Advisory Services’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Kestra Advisory Services’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	$23.4M	Sell	498,974 -33,839	-6%	-$1.59M	0.08%	275
2026 Q1	$25.1M	Sell	532,813 -245,872	-32%	-$11.7M	0.09%	217
2025 Q4	$36.9M	Buy	778,685 +110,025	+16%	+$5.23M	0.15%	123
2025 Q3	$31.8M	Buy	668,660 +118,631	+22%	+$5.58M	0.15%	130
2025 Q2	$25.9M	Sell	550,029 -25,082	-4%	-$1.17M	0.13%	144
2025 Q1	$27.1M	Sell	575,111 -354	-0.1%	-$16.5K	0.13%	127
2024 Q4	$26.5M	Buy	575,465 +29,013	+5%	+$1.36M	0.14%	132
2024 Q3	$26.4M	Buy	546,452 +415,290	+317%	+$19.7M	0.15%	138
2024 Q2	$6.08M	Buy	131,162 +28,753	+28%	+$1.32M	0.03%	525
2024 Q1	$4.78M	Buy	102,409 +56,073	+121%	+$2.61M	0.03%	543
2023 Q4	$2.18M	Buy	46,336 +19,906	+75%	+$899K	0.02%	753
2023 Q3	$1.18M	Buy	26,430 +4,578	+21%	+$209K	0.01%	918
2023 Q2	$1.02M	Buy	21,852 +11,698	+115%	+$550K	0.01%	968
2023 Q1	$481K	Buy	+10,154	New	+$477K	0.01%	1307

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

Kestra Advisory Services's JCPB Position: Q2 2026 in Review

Kestra Advisory Services reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 6.4% in Q2 2026, selling an estimated $1.59M and leaving 498,974 shares worth $23.4M. The position accounts for 0.08% of the portfolio, ranked #275.

Kestra Advisory Services first reported a position in JCPB in Q1 2023 and has held it in 14 quarters since. The position peaked at $36.9M in Q4 2025. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Kestra Advisory Services held 498,974 shares of JPMorgan Core Plus Bond ETF worth $23.4M as of Q2 2026.
Kestra Advisory Services sold 33,839 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $1.59M.
JPMorgan Core Plus Bond ETF made up 0.08% of Kestra Advisory Services's portfolio in Q2 2026, its #275 holding.
Kestra Advisory Services first reported a position in JPMorgan Core Plus Bond ETF in Q1 2023 and has held it in 14 quarters since.
Kestra Advisory Services's JPMorgan Core Plus Bond ETF position peaked at $36.9M in Q4 2025.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.