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

NewEdge 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	$2.08M	Sell	44,386 -7,382	-14%	-$346K	0.01%	1196
2026 Q1	$2.44M	Sell	51,768 -4,782	-8%	-$227K	0.01%	1002
2025 Q4	$2.68M	Buy	56,550 +18,374	+48%	+$874K	0.01%	928
2025 Q3	$1.82M	Sell	38,176 -2,960	-7%	-$139K	0.01%	1067
2025 Q2	$1.94M	Sell	41,136 -2,669	-6%	-$124K	0.01%	953
2025 Q1	$2.06M	Sell	43,805 -6,225	-12%	-$289K	0.01%	855
2024 Q4	$2.3M	Buy	50,030 +22,180	+80%	+$1.04M	0.01%	777
2024 Q3	$1.34M	Buy	27,850 +14,069	+102%	+$668K	0.01%	970
2024 Q2	$638K	Sell	13,781 -14,433	-51%	-$664K	﹤0.01%	1278
2024 Q1	$1.32M	Sell	28,214 -39,521	-58%	-$1.84M	0.01%	862
2023 Q4	$3.15M	Buy	+67,735	New	+$3.06M	0.03%	497

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

NewEdge Advisors's JCPB Position: Q2 2026 in Review

NewEdge Advisors reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 14% in Q2 2026, selling an estimated $346K and leaving 44,386 shares worth $2.08M. The position accounts for 0.01% of the portfolio, ranked #1196.

NewEdge Advisors first reported a position in JCPB in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.15M in Q4 2023. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

NewEdge Advisors held 44,386 shares of JPMorgan Core Plus Bond ETF worth $2.08M as of Q2 2026.
NewEdge Advisors sold 7,382 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $346K.
JPMorgan Core Plus Bond ETF made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1196 holding.
NewEdge Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q4 2023 and has held it in 11 quarters since.
NewEdge Advisors's JPMorgan Core Plus Bond ETF position peaked at $3.15M in Q4 2023.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.