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MSH Capital Advisors’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

MSH Capital 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 		$480K Buy
+10,231
New +$480K 0.08% 207
2024
Q1 		– Sell
-19,313
Closed -$909K – 220
2023
Q4 		$909K Hold
19,313
– – 0.34% 84
2023
Q3 		$863K Buy
+19,313
New +$884K 0.34% 87

Other funds holding JCPB

Betterment LLC
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Bank of America
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

MSH Capital Advisors's JCPB Position: Q2 2026 in Review

MSH Capital Advisors opened a new position in JPMorgan Core Plus Bond ETF (JCPB) in Q2 2026: 10,231 shares worth $480K. The stake represents 0.08% of the portfolio and ranks #207 among its holdings. This is a return to the name: MSH Capital Advisors previously reported a position in JCPB as recently as Q4 2023.

MSH Capital Advisors first reported a position in JCPB in Q3 2023 and has held it in 3 quarters since. The position peaked at $909K in Q4 2023. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • MSH Capital Advisors held 10,231 shares of JPMorgan Core Plus Bond ETF worth $480K as of Q2 2026.
  • JPMorgan Core Plus Bond ETF was a new MSH Capital Advisors position in Q2 2026.
  • JPMorgan Core Plus Bond ETF made up 0.08% of MSH Capital Advisors's portfolio in Q2 2026, its #207 holding.
  • MSH Capital Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q3 2023 and has held it in 3 quarters since.
  • MSH Capital Advisors's JPMorgan Core Plus Bond ETF position peaked at $909K in Q4 2023.
  • 505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.