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

Parallel 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	$54.4K	Buy	1,158 +7	+0.6%	+$328	﹤0.01%	2082
2026 Q1	$54.2K	Buy	1,151 +57	+5%	+$2.71K	﹤0.01%	1953
2025 Q4	$51.8K	Buy	1,094 +7	+0.6%	+$333	﹤0.01%	1833
2025 Q3	$51.7K	Buy	1,087 +46	+4%	+$2.17K	﹤0.01%	1773
2025 Q2	$49K	Buy	1,041 +6	+0.6%	+$279	﹤0.01%	1736
2025 Q1	$48.7K	Sell	1,035 -453	-30%	-$21.1K	﹤0.01%	1644
2024 Q4	$68.6K	Sell	1,488 -38	-2%	-$1.78K	﹤0.01%	1464
2024 Q3	$73.6K	Buy	1,526 +463	+44%	+$22K	﹤0.01%	1414
2024 Q2	$49.2K	Buy	+1,063	New	+$48.9K	﹤0.01%	1525

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

Parallel Advisors's JCPB Position: Q2 2026 in Review

Parallel Advisors increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 0.61% in Q2 2026, buying an estimated $328 and bringing the position to 1,158 shares worth $54.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2082.

Parallel Advisors first reported a position in JCPB in Q2 2024 and has held it in 9 quarters since. The position peaked at $73.6K in Q3 2024. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Parallel Advisors held 1,158 shares of JPMorgan Core Plus Bond ETF worth $54.4K as of Q2 2026.
Parallel Advisors bought 7 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $328.
JPMorgan Core Plus Bond ETF made up ﹤0.01% of Parallel Advisors's portfolio in Q2 2026, its #2082 holding.
Parallel Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q2 2024 and has held it in 9 quarters since.
Parallel Advisors's JPMorgan Core Plus Bond ETF position peaked at $73.6K in Q3 2024.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.