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

Moss Adams 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	$136M	Buy	2,903,040 +277,639	+11%	+$13M	8.51%	2
2026 Q1	$124M	Buy	2,625,401 +59,344	+2%	+$2.82M	9.04%	2
2025 Q4	$122M	Buy	2,566,057 +168,832	+7%	+$8.03M	8.83%	2
2025 Q3	$114M	Buy	2,397,225 +364,556	+18%	+$17.2M	8.89%	2
2025 Q2	$95.7M	Buy	2,032,669 +16,072	+0.8%	+$747K	8.69%	2
2025 Q1	$94.9M	Buy	2,016,597 +146,798	+8%	+$6.83M	9.99%	2
2024 Q4	$86.4M	Buy	1,869,799 +253,902	+16%	+$11.9M	9.13%	3
2024 Q3	$78M	Buy	+1,615,897	New	+$76.8M	8.53%	3

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

Moss Adams Wealth Advisors's JCPB Position: Q2 2026 in Review

Moss Adams Wealth Advisors increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 11% in Q2 2026, buying an estimated $13M and bringing the position to 2,903,040 shares worth $136M. The position accounts for 8.51% of the portfolio, ranked #2.

Moss Adams Wealth Advisors first reported a position in JCPB in Q3 2024 and has held it in 8 quarters since. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Moss Adams Wealth Advisors held 2,903,040 shares of JPMorgan Core Plus Bond ETF worth $136M as of Q2 2026.
Moss Adams Wealth Advisors bought 277,639 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $13M.
JPMorgan Core Plus Bond ETF made up 8.51% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #2 holding.
Moss Adams Wealth Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q3 2024 and has held it in 8 quarters since.
503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.