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

Medallion Wealth 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	$19.1K	Sell	406 -92,865	-100%	-$4.36M	0.01%	642
2026 Q1	$4.39M	Buy	93,271 +4,050	+5%	+$192K	1.43%	9
2025 Q4	$4.22M	Buy	89,221 +6,251	+8%	+$297K	1.42%	10
2025 Q3	$3.95M	Buy	82,970 +14,208	+21%	+$669K	1.4%	11
2025 Q2	$3.22M	Buy	68,762 +14,646	+27%	+$680K	1.25%	13
2025 Q1	$2.54M	Sell	54,116 -2,650	-5%	-$123K	1.15%	17
2024 Q4	$2.62M	Buy	+56,766	New	+$2.66M	1.3%	14

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

Medallion Wealth Advisors's JCPB Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 100% in Q2 2026, selling an estimated $4.36M and leaving 406 shares worth $19.1K. The position accounts for 0.01% of the portfolio, ranked #642.

Medallion Wealth Advisors first reported a position in JCPB in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.39M in Q1 2026. 506 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Medallion Wealth Advisors held 406 shares of JPMorgan Core Plus Bond ETF worth $19.1K as of Q2 2026.
Medallion Wealth Advisors sold 92,865 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $4.36M.
JPMorgan Core Plus Bond ETF made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #642 holding.
Medallion Wealth Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's JPMorgan Core Plus Bond ETF position peaked at $4.39M in Q1 2026.
506 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

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