MGO One Seven’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

MGO One Seven’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	$255K	Buy	5,437 +226	+4%	+$10.6K	﹤0.01%	1345
2026 Q1	$245K	Sell	5,211 -350	-6%	-$16.6K	﹤0.01%	1237
2025 Q4	$263K	Sell	5,561 -819	-13%	-$39K	0.01%	1168
2025 Q3	$303K	Buy	+6,380	New	+$300K	0.01%	1027
2024 Q4	–	Sell	-11,858	Closed	-$572K	–	1100
2024 Q3	$572K	Buy	11,858 +2,644	+29%	+$126K	0.02%	540
2024 Q2	$427K	Buy	9,214 +3,543	+62%	+$163K	0.02%	623
2024 Q1	$265K	Sell	5,671 -1,650	-23%	-$76.8K	0.01%	764
2023 Q4	$345K	Buy	+7,321	New	+$331K	0.02%	664
2023 Q2	–	Sell	-113,928	Closed	-$5.4M	–	857
2023 Q1	$5.4M	Buy	+113,928	New	+$5.35M	0.34%	68

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

MGO One Seven's JCPB Position: Q2 2026 in Review

MGO One Seven increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 4.3% in Q2 2026, buying an estimated $10.6K and bringing the position to 5,437 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #1345.

MGO One Seven first reported a position in JCPB in Q1 2023 and has held it in 9 quarters since. The position peaked at $5.4M in Q1 2023. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

MGO One Seven held 5,437 shares of JPMorgan Core Plus Bond ETF worth $255K as of Q2 2026.
MGO One Seven bought 226 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $10.6K.
JPMorgan Core Plus Bond ETF made up ﹤0.01% of MGO One Seven's portfolio in Q2 2026, its #1345 holding.
MGO One Seven first reported a position in JPMorgan Core Plus Bond ETF in Q1 2023 and has held it in 9 quarters since.
MGO One Seven's JPMorgan Core Plus Bond ETF position peaked at $5.4M in Q1 2023.
503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.