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

Milestone Investment 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	$9.71M	Sell	206,848 -31,630	-13%	-$1.48M	2.1%	18
2026 Q1	$11.2M	Buy	238,478 +185	+0.1%	+$8.78K	2.71%	11
2025 Q4	$11.3M	Buy	238,293 +5,876	+3%	+$280K	2.73%	8
2025 Q3	$11.1M	Buy	232,417 +7,918	+4%	+$373K	2.75%	8
2025 Q2	$10.6M	Sell	224,499 -5,865	-3%	-$272K	2.76%	8
2025 Q1	$10.8M	Buy	230,364 +2,587	+1%	+$120K	3.01%	9
2024 Q4	$10.5M	Sell	227,777 -164,542	-42%	-$7.71M	2.85%	10
2024 Q3	$18.9M	Buy	392,319 +87,175	+29%	+$4.14M	5.3%	4
2024 Q2	$14.1M	Buy	305,144 +58,772	+24%	+$2.7M	3.76%	7
2024 Q1	$11.5M	Buy	246,372 +25,810	+12%	+$1.2M	3.1%	11
2023 Q4	$10.4M	Buy	220,562 +166,015	+304%	+$7.5M	3.02%	12
2023 Q3	$2.44M	Buy	54,547 +27,220	+100%	+$1.25M	0.69%	32
2023 Q2	$1.27M	Buy	+27,327	New	+$1.28M	0.39%	39

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

Milestone Investment Advisors's JCPB Position: Q2 2026 in Review

Milestone Investment Advisors reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 13% in Q2 2026, selling an estimated $1.48M and leaving 206,848 shares worth $9.71M. The position accounts for 2.1% of the portfolio, ranked #18.

Milestone Investment Advisors first reported a position in JCPB in Q2 2023 and has held it in 13 quarters since. The position peaked at $18.9M in Q3 2024. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Milestone Investment Advisors held 206,848 shares of JPMorgan Core Plus Bond ETF worth $9.71M as of Q2 2026.
Milestone Investment Advisors sold 31,630 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $1.48M.
JPMorgan Core Plus Bond ETF made up 2.1% of Milestone Investment Advisors's portfolio in Q2 2026, its #18 holding.
Milestone Investment Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q2 2023 and has held it in 13 quarters since.
Milestone Investment Advisors's JPMorgan Core Plus Bond ETF position peaked at $18.9M in Q3 2024.
503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

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