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

Opal Wealth 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	$265K	Sell	5,647 -825	-13%	-$38.7K	0.06%	176
2026 Q1	$305K	Sell	6,472 -6,973	-52%	-$331K	0.07%	148
2025 Q4	$637K	Buy	+13,445	New	+$640K	0.17%	82

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

Opal Wealth Advisors's JCPB Position: Q2 2026 in Review

Opal Wealth Advisors reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 13% in Q2 2026, selling an estimated $38.7K and leaving 5,647 shares worth $265K. The position accounts for 0.06% of the portfolio, ranked #176.

Opal Wealth Advisors first reported a position in JCPB in Q4 2025 and has held it in 3 quarters since. The position peaked at $637K in Q4 2025. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Opal Wealth Advisors held 5,647 shares of JPMorgan Core Plus Bond ETF worth $265K as of Q2 2026.
Opal Wealth Advisors sold 825 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $38.7K.
JPMorgan Core Plus Bond ETF made up 0.06% of Opal Wealth Advisors's portfolio in Q2 2026, its #176 holding.
Opal Wealth Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q4 2025 and has held it in 3 quarters since.
Opal Wealth Advisors's JPMorgan Core Plus Bond ETF position peaked at $637K in Q4 2025.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.