LexAurum Advisors’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

LexAurum 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	$2.92M	Buy	62,248 +2,334	+4%	+$109K	0.34%	63
2026 Q1	$2.82M	Buy	+59,914	New	+$2.84M	0.37%	52
2025 Q3	$2.59M	Buy	54,555 +1,306	+2%	+$61.5K	0.37%	53
2025 Q2	$2.51M	Buy	53,249 +2,449	+5%	+$114K	0.4%	50
2025 Q1	$2.39M	Buy	50,800 +396	+0.8%	+$18.4K	0.46%	42
2024 Q4	$2.32M	Buy	50,404 +14,139	+39%	+$663K	0.46%	43
2024 Q3	$1.75M	Buy	36,265 +59	+0.2%	+$2.8K	0.38%	50
2024 Q2	$1.68M	Sell	36,206 -282	-0.8%	-$13K	0.41%	47
2024 Q1	$1.7M	Buy	36,488 +483	+1%	+$22.5K	0.43%	46
2023 Q4	$1.7M	Sell	36,005 -282	-0.8%	-$12.7K	0.44%	47
2023 Q3	$1.62M	Buy	+36,287	New	+$1.66M	0.47%	42

Other funds holding JCPB

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WWM

Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

KFG

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

LexAurum Advisors's JCPB Position: Q2 2026 in Review

LexAurum Advisors increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 3.9% in Q2 2026, buying an estimated $109K and bringing the position to 62,248 shares worth $2.92M. The position accounts for 0.34% of the portfolio, ranked #63.

LexAurum Advisors first reported a position in JCPB in Q3 2023 and has held it in 11 quarters since. 92 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

LexAurum Advisors held 62,248 shares of JPMorgan Core Plus Bond ETF worth $2.92M as of Q2 2026.
LexAurum Advisors bought 2,334 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $109K.
JPMorgan Core Plus Bond ETF made up 0.34% of LexAurum Advisors's portfolio in Q2 2026, its #63 holding.
LexAurum Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q3 2023 and has held it in 11 quarters since.
92 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.