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

MN 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 		$7.91M Buy
168,420
+12,742
+8% +$598K 3.37% 9
2026
Q1 		$7.33M Buy
155,678
+20,192
+15% +$958K 3.57% 9
2025
Q4 		$6.42M Buy
135,486
+32,440
+31% +$1.54M 3.24% 9
2025
Q3 		$4.9M Buy
103,046
+2,278
+2% +$107K 2.62% 10
2025
Q2 		$4.74M Sell
100,768
-13,466
-12% -$626K 2.76% 10
2025
Q1 		$5.37M Sell
114,234
-22,825
-17% -$1.06M 3.16% 7
2024
Q4 		$6.31M Buy
137,059
+7,370
+6% +$345K 3.55% 5
2024
Q3 		$6.26M Sell
129,689
-4,499
-3% -$214K 3.56% 7
2024
Q2 		$6.22M Sell
134,188
-6,226
-4% -$286K 3.61% 7
2024
Q1 		$6.55M Sell
140,414
-22,702
-14% -$1.06M 4.05% 5
2023
Q4 		$7.68M Buy
+163,116
New +$7.37M 5.29% 4

Other funds holding JCPB

FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return

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

MN Wealth Advisors increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 8.2% in Q2 2026, buying an estimated $598K and bringing the position to 168,420 shares worth $7.91M. The position accounts for 3.37% of the portfolio, ranked #9.

MN Wealth Advisors first reported a position in JCPB in Q4 2023 and has held it in 11 quarters since. 159 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • MN Wealth Advisors held 168,420 shares of JPMorgan Core Plus Bond ETF worth $7.91M as of Q2 2026.
  • MN Wealth Advisors bought 12,742 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $598K.
  • JPMorgan Core Plus Bond ETF made up 3.37% of MN Wealth Advisors's portfolio in Q2 2026, its #9 holding.
  • MN Wealth Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 159 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on MN Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.