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

Kestra Private Wealth 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	$5.69M	Buy	121,303 +1,822	+2%	+$85.4K	0.06%	311
2026 Q1	$5.63M	Buy	119,481 +52,870	+79%	+$2.51M	0.07%	298
2025 Q4	$3.15M	Sell	66,611 -403	-0.6%	-$19.2K	0.04%	412
2025 Q3	$3.19M	Sell	67,014 -66,710	-50%	-$3.14M	0.04%	408
2025 Q2	$6.29M	Sell	133,724 -6,966	-5%	-$324K	0.09%	241
2025 Q1	$6.62M	Buy	140,690 +102,895	+272%	+$4.78M	0.11%	209
2024 Q4	$1.74M	Buy	+37,795	New	+$1.77M	0.03%	473

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 Private Wealth Services's JCPB Position: Q2 2026 in Review

Kestra Private Wealth Services increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 1.5% in Q2 2026, buying an estimated $85.4K and bringing the position to 121,303 shares worth $5.69M. The position accounts for 0.06% of the portfolio, ranked #311.

Kestra Private Wealth Services first reported a position in JCPB in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.62M in Q1 2025. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Kestra Private Wealth Services held 121,303 shares of JPMorgan Core Plus Bond ETF worth $5.69M as of Q2 2026.
Kestra Private Wealth Services bought 1,822 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $85.4K.
JPMorgan Core Plus Bond ETF made up 0.06% of Kestra Private Wealth Services's portfolio in Q2 2026, its #311 holding.
Kestra Private Wealth Services first reported a position in JPMorgan Core Plus Bond ETF in Q4 2024 and has held it in 7 quarters since.
Kestra Private Wealth Services's JPMorgan Core Plus Bond ETF position peaked at $6.62M in Q1 2025.
503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

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