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

Mutual 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	$20.4M	Sell	434,672 -10,068	-2%	-$472K	0.38%	39
2026 Q1	$20.9M	Buy	444,740 +87,100	+24%	+$4.13M	0.45%	35
2025 Q4	$16.9M	Buy	357,640 +13,638	+4%	+$649K	0.36%	37
2025 Q3	$16.5M	Buy	344,002 +44,254	+15%	+$2.08M	0.36%	40
2025 Q2	$14M	Sell	299,748 -1,413	-0.5%	-$65.6K	0.35%	44
2025 Q1	$14.1M	Buy	301,161 +10,716	+4%	+$498K	0.4%	39
2024 Q4	$13.4M	Buy	290,445 +17,471	+6%	+$819K	0.39%	39
2024 Q3	$12.8M	Buy	272,974 +139,883	+105%	+$6.64M	0.37%	39
2024 Q2	$6.24M	Sell	133,091 -1,127	-0.8%	-$51.8K	0.19%	109
2024 Q1	$6.26M	Buy	134,218 +7,902	+6%	+$368K	0.2%	100
2023 Q4	$5.95M	Buy	126,316 +54,502	+76%	+$2.46M	0.21%	102
2023 Q3	$3.21M	Buy	+71,814	New	+$3.29M	0.13%	166
2021 Q3	–	Sell	-14,415	Closed	-$789K	–	882
2021 Q2	$789K	Sell	14,415 -7,585	-34%	-$412K	0.05%	414
2021 Q1	$1.19M	Buy	22,000 +8,072	+58%	+$442K	0.08%	295
2020 Q4	$776K	Buy	13,928 +1,702	+14%	+$95K	0.06%	374
2020 Q3	$681K	Buy	12,226 +900	+8%	+$50.3K	0.06%	343
2020 Q2	$625K	Buy	11,326 +3,087	+37%	+$169K	0.06%	331
2020 Q1	$446K	Buy	8,239 +281	+4%	+$15.1K	0.06%	307
2019 Q4	$419K	Buy	7,958 +3,158	+66%	+$168K	0.04%	388
2019 Q3	$256K	Buy	+4,800	New	+$254K	0.03%	456

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

Mutual Advisors's JCPB Position: Q2 2026 in Review

Mutual Advisors reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 2.3% in Q2 2026, selling an estimated $472K and leaving 434,672 shares worth $20.4M. The position accounts for 0.38% of the portfolio, ranked #39.

Mutual Advisors first reported a position in JCPB in Q3 2019 and has held it in 20 quarters since. The position peaked at $20.9M in Q1 2026. 504 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Mutual Advisors held 434,672 shares of JPMorgan Core Plus Bond ETF worth $20.4M as of Q2 2026.
Mutual Advisors sold 10,068 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $472K.
JPMorgan Core Plus Bond ETF made up 0.38% of Mutual Advisors's portfolio in Q2 2026, its #39 holding.
Mutual Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q3 2019 and has held it in 20 quarters since.
Mutual Advisors's JPMorgan Core Plus Bond ETF position peaked at $20.9M in Q1 2026.
504 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

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