Krilogy Financial’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Krilogy Financial’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	$2.03M	Buy	43,303 +26,152	+152%	+$1.23M	0.06%	236
2026 Q1	$809K	Sell	17,151 -1,264	-7%	-$60K	0.03%	431
2025 Q4	$876K	Buy	18,415 +4,829	+36%	+$230K	0.03%	382
2025 Q3	$643K	Buy	+13,586	New	+$639K	0.02%	449

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

Krilogy Financial's JCPB Position: Q2 2026 in Review

Krilogy Financial increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 152% in Q2 2026, buying an estimated $1.23M and bringing the position to 43,303 shares worth $2.03M. The position accounts for 0.06% of the portfolio, ranked #236.

Krilogy Financial 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.

Krilogy Financial held 43,303 shares of JPMorgan Core Plus Bond ETF worth $2.03M as of Q2 2026.
Krilogy Financial bought 26,152 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $1.23M.
JPMorgan Core Plus Bond ETF made up 0.06% of Krilogy Financial's portfolio in Q2 2026, its #236 holding.
Krilogy Financial 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 Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.