RDA Financial Network’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

RDA Financial Network’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	$472K	Buy	10,061 +669	+7%	+$31.4K	0.1%	172
2026 Q1	$442K	Buy	9,392 +1,574	+20%	+$74.7K	0.11%	177
2025 Q4	$370K	Buy	7,818 +197	+3%	+$9.37K	0.09%	182
2025 Q3	$362K	Buy	7,621 +498	+7%	+$23.4K	0.09%	190
2025 Q2	$335K	Buy	7,123 +2,213	+45%	+$103K	0.09%	191
2025 Q1	$231K	Sell	4,910 -796	-14%	-$37K	0.07%	222
2024 Q4	$263K	Buy	5,706 +968	+20%	+$45.4K	0.08%	205
2024 Q3	$229K	Buy	+4,738	New	+$225K	0.07%	213

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

RDA Financial Network's JCPB Position: Q2 2026 in Review

RDA Financial Network increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 7.1% in Q2 2026, buying an estimated $31.4K and bringing the position to 10,061 shares worth $472K. The position accounts for 0.1% of the portfolio, ranked #172.

RDA Financial Network first reported a position in JCPB in Q3 2024 and has held it in 8 quarters since. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

RDA Financial Network held 10,061 shares of JPMorgan Core Plus Bond ETF worth $472K as of Q2 2026.
RDA Financial Network bought 669 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $31.4K.
JPMorgan Core Plus Bond ETF made up 0.1% of RDA Financial Network's portfolio in Q2 2026, its #172 holding.
RDA Financial Network first reported a position in JPMorgan Core Plus Bond ETF in Q3 2024 and has held it in 8 quarters since.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.