N.E.W. Advisory Services’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

N.E.W. Advisory Services’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	$7.03M	Sell	149,815 -37,767	-20%	-$1.77M	0.47%	36
2026 Q1	$8.83M	Sell	187,582 -72,289	-28%	-$3.43M	0.66%	31
2025 Q4	$12.3M	Buy	259,871 +215,645	+488%	+$10.3M	0.91%	22
2025 Q3	$2.1M	Buy	44,226 +10,500	+31%	+$494K	0.19%	51
2025 Q2	$1.59M	Sell	33,726 -309,167	-90%	-$14.4M	0.15%	54
2025 Q1	$16.1M	Buy	342,893 +188,175	+122%	+$8.75M	1.23%	19
2024 Q4	$7.13M	Buy	154,718 +19,297	+14%	+$905K	0.68%	30
2024 Q3	$6.53M	Sell	135,421 -17,697	-12%	-$841K	0.64%	29
2024 Q2	$7.09M	Buy	153,118 +12,761	+9%	+$587K	0.77%	29
2024 Q1	$6.55M	Buy	140,357 +45,665	+48%	+$2.12M	0.73%	27
2023 Q4	$4.46M	Buy	+94,692	New	+$4.28M	0.54%	32

Other funds holding JCPB

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

N.E.W. Advisory Services's JCPB Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 20% in Q2 2026, selling an estimated $1.77M and leaving 149,815 shares worth $7.03M. The position accounts for 0.47% of the portfolio, ranked #36.

N.E.W. Advisory Services first reported a position in JCPB in Q4 2023 and has held it in 11 quarters since. The position peaked at $16.1M in Q1 2025. 368 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

N.E.W. Advisory Services held 149,815 shares of JPMorgan Core Plus Bond ETF worth $7.03M as of Q2 2026.
N.E.W. Advisory Services sold 37,767 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $1.77M.
JPMorgan Core Plus Bond ETF made up 0.47% of N.E.W. Advisory Services's portfolio in Q2 2026, its #36 holding.
N.E.W. Advisory Services first reported a position in JPMorgan Core Plus Bond ETF in Q4 2023 and has held it in 11 quarters since.
N.E.W. Advisory Services's JPMorgan Core Plus Bond ETF position peaked at $16.1M in Q1 2025.
368 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.