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

Private 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	$6.96M	Buy	148,218 +137,226	+1,248%	+$6.44M	0.03%	491
2026 Q1	$518K	Buy	10,992 +79	+0.7%	+$3.75K	﹤0.01%	1835
2025 Q4	$517K	Buy	10,913 +1,100	+11%	+$52.3K	﹤0.01%	1805
2025 Q3	$467K	Buy	9,813 +559	+6%	+$26.3K	﹤0.01%	1812
2025 Q2	$435K	Sell	9,254 -584	-6%	-$27.1K	﹤0.01%	1756
2025 Q1	$463K	Sell	9,838 -350	-3%	-$16.3K	﹤0.01%	1642
2024 Q4	$469K	Buy	10,188 +231	+2%	+$10.8K	﹤0.01%	1617
2024 Q3	$480K	Buy	9,957 +2,494	+33%	+$118K	﹤0.01%	1641
2024 Q2	$346K	Sell	7,463 -38	-0.5%	-$1.75K	﹤0.01%	1790
2024 Q1	$350K	Sell	7,501 -667	-8%	-$31K	﹤0.01%	1742
2023 Q4	$385K	Hold	8,168	–	–	﹤0.01%	1627
2023 Q3	$365K	Hold	8,168	–	–	﹤0.01%	1524
2023 Q2	$379K	Hold	8,168	–	–	﹤0.01%	1499
2023 Q1	$387K	Buy	+8,168	New	+$383K	﹤0.01%	1438

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

Private Advisor Group's JCPB Position: Q2 2026 in Review

Private Advisor Group increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 1,248% in Q2 2026, buying an estimated $6.44M and bringing the position to 148,218 shares worth $6.96M. The position accounts for 0.03% of the portfolio, ranked #491.

Private Advisor Group first reported a position in JCPB in Q1 2023 and has held it in 14 quarters since. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Private Advisor Group held 148,218 shares of JPMorgan Core Plus Bond ETF worth $6.96M as of Q2 2026.
Private Advisor Group bought 137,226 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $6.44M.
JPMorgan Core Plus Bond ETF made up 0.03% of Private Advisor Group's portfolio in Q2 2026, its #491 holding.
Private Advisor Group first reported a position in JPMorgan Core Plus Bond ETF in Q1 2023 and has held it in 14 quarters since.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.