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

LGT Financial 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	$166K	Buy	3,530 +133	+4%	+$6.24K	0.88%	17
2026 Q1	$160K	Buy	3,397 +334	+11%	+$15.9K	0.82%	17
2025 Q4	$145K	Buy	3,063 +66	+2%	+$3.14K	0.89%	19
2025 Q3	$143K	Buy	2,997 +567	+23%	+$26.7K	0.31%	62
2025 Q2	$114K	Buy	2,430 +619	+34%	+$28.8K	0.29%	63
2025 Q1	$85.2K	Sell	1,811 -237	-12%	-$11K	0.26%	84
2024 Q4	$94.4K	Buy	2,048 +471	+30%	+$22.1K	0.21%	96
2024 Q3	$76.1K	Buy	1,577 +824	+109%	+$39.1K	0.19%	87
2024 Q2	$34.9K	Buy	753 +192	+34%	+$8.83K	0.07%	203
2024 Q1	$26.2K	Buy	561 +19	+4%	+$884	0.03%	313
2023 Q4	$25.5K	Sell	542 -1,275	-70%	-$57.6K	0.03%	297
2023 Q3	$81.2K	Sell	1,817 -2,554	-58%	-$117K	0.1%	179
2023 Q2	$204K	Buy	4,371 +1,773	+68%	+$83.3K	0.22%	118
2023 Q1	$123K	Buy	+2,598	New	+$122K	0.23%	84

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

LGT Financial Advisors's JCPB Position: Q2 2026 in Review

LGT Financial Advisors increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 3.9% in Q2 2026, buying an estimated $6.24K and bringing the position to 3,530 shares worth $166K. The position accounts for 0.88% of the portfolio, ranked #17.

LGT Financial Advisors first reported a position in JCPB in Q1 2023 and has held it in 14 quarters since. The position peaked at $204K in Q2 2023. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

LGT Financial Advisors held 3,530 shares of JPMorgan Core Plus Bond ETF worth $166K as of Q2 2026.
LGT Financial Advisors bought 133 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $6.24K.
JPMorgan Core Plus Bond ETF made up 0.88% of LGT Financial Advisors's portfolio in Q2 2026, its #17 holding.
LGT Financial Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q1 2023 and has held it in 14 quarters since.
LGT Financial Advisors's JPMorgan Core Plus Bond ETF position peaked at $204K in Q2 2023.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.