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

OneDigital Investment 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	$972K	Buy	20,697 +6,823	+49%	+$320K	0.01%	755
2026 Q1	$653K	Sell	13,874 -333	-2%	-$15.8K	0.01%	844
2025 Q4	$673K	Buy	14,207 +1,361	+11%	+$64.8K	0.01%	827
2025 Q3	$611K	Buy	12,846 +11	+0.1%	+$518	0.01%	846
2025 Q2	$604K	Sell	12,835 -1,350	-10%	-$62.7K	0.01%	830
2025 Q1	$667K	Buy	14,185 +68	+0.5%	+$3.16K	0.01%	748
2024 Q4	$650K	Buy	14,117 +2,087	+17%	+$97.8K	0.01%	787
2024 Q3	$580K	Buy	12,030 +647	+6%	+$30.7K	0.01%	883
2024 Q2	$527K	Buy	11,383 +145	+1%	+$6.67K	0.01%	882
2024 Q1	$524K	Buy	+11,238	New	+$523K	0.01%	727
2023 Q4	–	Sell	-5,556	Closed	-$248K	–	1122
2023 Q3	$248K	Buy	+5,556	New	+$254K	0.01%	867

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

OneDigital Investment Advisors's JCPB Position: Q2 2026 in Review

OneDigital Investment Advisors increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 49% in Q2 2026, buying an estimated $320K and bringing the position to 20,697 shares worth $972K. The position accounts for 0.01% of the portfolio, ranked #755.

OneDigital Investment Advisors first reported a position in JCPB in Q3 2023 and has held it in 11 quarters since. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

OneDigital Investment Advisors held 20,697 shares of JPMorgan Core Plus Bond ETF worth $972K as of Q2 2026.
OneDigital Investment Advisors bought 6,823 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $320K.
JPMorgan Core Plus Bond ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #755 holding.
OneDigital Investment Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q3 2023 and has held it in 11 quarters since.
503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.