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

Magnolia Capital 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	$844K	Buy	17,976 +7,397	+70%	+$347K	0.14%	163
2026 Q1	$498K	Buy	10,579 +799	+8%	+$37.9K	0.1%	205
2025 Q4	$463K	Buy	9,780 +2,698	+38%	+$128K	0.1%	185
2025 Q3	$337K	Buy	+7,082	New	+$333K	0.09%	186

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

Magnolia Capital Advisors's JCPB Position: Q2 2026 in Review

Magnolia Capital Advisors increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 70% in Q2 2026, buying an estimated $347K and bringing the position to 17,976 shares worth $844K. The position accounts for 0.14% of the portfolio, ranked #163.

Magnolia Capital Advisors first reported a position in JCPB in Q3 2025 and has held it in 4 quarters since. 508 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Magnolia Capital Advisors held 17,976 shares of JPMorgan Core Plus Bond ETF worth $844K as of Q2 2026.
Magnolia Capital Advisors bought 7,397 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $347K.
JPMorgan Core Plus Bond ETF made up 0.14% of Magnolia Capital Advisors's portfolio in Q2 2026, its #163 holding.
Magnolia Capital Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q3 2025 and has held it in 4 quarters since.
508 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Magnolia Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.