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SageView Advisory Group’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

SageView Advisory 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 		$289K Sell
6,163
-15
-0.2% -$703 0.01% 503
2026
Q1 		$291K Buy
6,178
+68
+1% +$3.23K 0.01% 480
2025
Q4 		$289K Buy
6,110
+153
+3% +$7.28K 0.01% 498
2025
Q3 		$283K Buy
+5,957
New +$280K 0.01% 536

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

SageView Advisory Group's JCPB Position: Q2 2026 in Review

SageView Advisory Group reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 0.24% in Q2 2026, selling an estimated $703 and leaving 6,163 shares worth $289K. The position accounts for 0.01% of the portfolio, ranked #503.

SageView Advisory Group first reported a position in JCPB in Q3 2025 and has held it in 4 quarters since. The position peaked at $291K in Q1 2026. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • SageView Advisory Group held 6,163 shares of JPMorgan Core Plus Bond ETF worth $289K as of Q2 2026.
  • SageView Advisory Group sold 15 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $703.
  • JPMorgan Core Plus Bond ETF made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #503 holding.
  • SageView Advisory Group first reported a position in JPMorgan Core Plus Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • SageView Advisory Group's JPMorgan Core Plus Bond ETF position peaked at $291K in Q1 2026.
  • 505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.