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

Lido 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	$1.84M	Sell	39,148 -22,071	-36%	-$1.04M	0.01%	832
2026 Q1	$2.88M	Buy	61,219 +2,638	+5%	+$125K	0.01%	596
2025 Q4	$2.78M	Buy	58,581 +37,430	+177%	+$1.78M	0.01%	619
2025 Q3	$1.01M	Buy	21,151 +184	+0.9%	+$8.66K	﹤0.01%	953
2025 Q2	$987K	Buy	20,967 +5,268	+34%	+$245K	﹤0.01%	852
2025 Q1	$738K	Sell	15,699 -709	-4%	-$33K	﹤0.01%	892
2024 Q4	$759K	Sell	16,408 -167	-1%	-$7.83K	﹤0.01%	865
2024 Q3	$800K	Sell	16,575 -83	-0.5%	-$3.94K	﹤0.01%	800
2024 Q2	$772K	Sell	16,658 -260	-2%	-$12K	﹤0.01%	772
2024 Q1	$789K	Sell	16,918 -1,280	-7%	-$59.5K	﹤0.01%	747
2023 Q4	$860K	Sell	18,198 -3,505	-16%	-$158K	0.01%	669
2023 Q3	$969K	Sell	21,703 -2,315	-10%	-$106K	0.01%	551
2023 Q2	$1.12M	Buy	+24,018	New	+$1.13M	0.01%	495

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

Lido Advisors's JCPB Position: Q2 2026 in Review

Lido Advisors reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 36% in Q2 2026, selling an estimated $1.04M and leaving 39,148 shares worth $1.84M. The position accounts for 0.01% of the portfolio, ranked #832.

Lido Advisors first reported a position in JCPB in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.88M in Q1 2026. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Lido Advisors held 39,148 shares of JPMorgan Core Plus Bond ETF worth $1.84M as of Q2 2026.
Lido Advisors sold 22,071 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $1.04M.
JPMorgan Core Plus Bond ETF made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #832 holding.
Lido Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q2 2023 and has held it in 13 quarters since.
Lido Advisors's JPMorgan Core Plus Bond ETF position peaked at $2.88M in Q1 2026.
503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.