Mayfair Advisory Group’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Mayfair Advisory Group’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	$4.63M	Buy	100,156 +19,022	+23%	+$892K	1.4%	16
2026 Q1	$3.82M	Buy	81,134 +14,818	+22%	+$703K	1.33%	18
2025 Q4	$3.14M	Buy	66,316 +24,298	+58%	+$1.16M	1.22%	21
2025 Q3	$2M	Buy	42,018 +159	+0.4%	+$7.48K	0.86%	31
2025 Q2	$1.96M	Buy	41,859 +25,842	+161%	+$1.2M	0.93%	30
2025 Q1	$753K	Buy	16,017 +10,700	+201%	+$498K	0.43%	46
2024 Q4	$245K	Buy	5,317 +200	+4%	+$9.38K	0.14%	130
2024 Q3	$243K	Hold	5,117	–	–	0.15%	128
2024 Q2	$240K	Hold	5,117	–	–	0.16%	117
2024 Q1	$239K	Hold	5,117	–	–	0.17%	120
2023 Q4	$240K	Hold	5,117	–	–	0.2%	107
2023 Q3	$227K	Hold	5,117	–	–	0.22%	106
2023 Q2	$235K	Buy	+5,117	New	+$241K	0.23%	101

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

Mayfair Advisory Group's JCPB Position: Q2 2026 in Review

Mayfair Advisory Group increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 23% in Q2 2026, buying an estimated $892K and bringing the position to 100,156 shares worth $4.63M. The position accounts for 1.4% of the portfolio, ranked #16.

Mayfair Advisory Group first reported a position in JCPB in Q2 2023 and has held it in 13 quarters since. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Mayfair Advisory Group held 100,156 shares of JPMorgan Core Plus Bond ETF worth $4.63M as of Q2 2026.
Mayfair Advisory Group bought 19,022 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $892K.
JPMorgan Core Plus Bond ETF made up 1.4% of Mayfair Advisory Group's portfolio in Q2 2026, its #16 holding.
Mayfair Advisory Group first reported a position in JPMorgan Core Plus Bond ETF in Q2 2023 and has held it in 13 quarters since.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Mayfair Advisory Group's 13F filing for Q2 2026, filed 11 Aug 2026.