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Portfolio Resources Advisor Group’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Portfolio Resources Advisor Group’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 		$78.6K Hold
1,675
– – 0.07% 104
2026
Q1 		$78.9K Hold
1,675
– – 0.08% 93
2025
Q4 		$79.6K Buy
+1,675
New +$79.7K 0.08% 87

Other funds holding JCPB

Betterment LLC
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Bank of America
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

Portfolio Resources Advisor Group's JCPB Position: Q2 2026 in Review

Portfolio Resources Advisor Group held its JPMorgan Core Plus Bond ETF (JCPB) position steady in Q2 2026 at 1,675 shares worth $78.6K. The position accounts for 0.07% of the portfolio, ranked #104.

Portfolio Resources Advisor Group first reported a position in JCPB in Q4 2025 and has held it in 3 quarters since. The position peaked at $79.6K in Q4 2025. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Portfolio Resources Advisor Group held 1,675 shares of JPMorgan Core Plus Bond ETF worth $78.6K as of Q2 2026.
  • Portfolio Resources Advisor Group left its JPMorgan Core Plus Bond ETF share count unchanged in Q2 2026.
  • JPMorgan Core Plus Bond ETF made up 0.07% of Portfolio Resources Advisor Group's portfolio in Q2 2026, its #104 holding.
  • Portfolio Resources Advisor Group first reported a position in JPMorgan Core Plus Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Portfolio Resources Advisor Group's JPMorgan Core Plus Bond ETF position peaked at $79.6K in Q4 2025.
  • 503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Portfolio Resources Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.