Prospera Financial Services’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Prospera Financial Services’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	$1.61M	Buy	34,224 +12,380	+57%	+$581K	0.02%	578
2026 Q1	$1.03M	Buy	21,844 +6,621	+43%	+$314K	0.02%	701
2025 Q4	$721K	Sell	15,223 -2,301	-13%	-$109K	0.01%	800
2025 Q3	$834K	Buy	17,524 +1,301	+8%	+$61.2K	0.01%	756
2025 Q2	$764K	Buy	16,223 +2,374	+17%	+$110K	0.01%	751
2025 Q1	$652K	Buy	13,849 +1,612	+13%	+$75K	0.02%	690
2024 Q4	$564K	Buy	12,237 +3,638	+42%	+$171K	0.01%	706
2024 Q3	$415K	Buy	8,599 +1,526	+22%	+$72.5K	0.01%	787
2024 Q2	$328K	Buy	7,073 +1,538	+28%	+$70.7K	0.01%	878
2024 Q1	$258K	Buy	+5,535	New	+$258K	0.01%	953

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

Prospera Financial Services's JCPB Position: Q2 2026 in Review

Prospera Financial Services increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 57% in Q2 2026, buying an estimated $581K and bringing the position to 34,224 shares worth $1.61M. The position accounts for 0.02% of the portfolio, ranked #578.

Prospera Financial Services first reported a position in JCPB in Q1 2024 and has held it in 10 quarters since. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Prospera Financial Services held 34,224 shares of JPMorgan Core Plus Bond ETF worth $1.61M as of Q2 2026.
Prospera Financial Services bought 12,380 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $581K.
JPMorgan Core Plus Bond ETF made up 0.02% of Prospera Financial Services's portfolio in Q2 2026, its #578 holding.
Prospera Financial Services first reported a position in JPMorgan Core Plus Bond ETF in Q1 2024 and has held it in 10 quarters since.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.