Sanctuary Advisors’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Sanctuary Advisors’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	$6.69M	Sell	142,594 -32,235	-18%	-$1.51M	0.03%	513
2026 Q1	$8.23M	Buy	174,829 +32,197	+23%	+$1.53M	0.04%	422
2025 Q4	$6.75M	Buy	142,632 +18,448	+15%	+$878K	0.04%	470
2025 Q3	$5.9M	Buy	124,184 +29,905	+32%	+$1.41M	0.03%	487
2025 Q2	$4.44M	Buy	94,279 +15,909	+20%	+$739K	0.03%	547
2025 Q1	$3.69M	Buy	78,370 +1,552	+2%	+$72.2K	0.03%	571
2024 Q4	$3.57M	Buy	76,818 +18,335	+31%	+$860K	0.02%	632
2024 Q3	$2.72M	Buy	58,483 +30,929	+112%	+$1.47M	0.02%	727
2024 Q2	$1.25M	Buy	+27,554	New	+$1.27M	0.01%	1073

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

Sanctuary Advisors's JCPB Position: Q2 2026 in Review

Sanctuary Advisors reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 18% in Q2 2026, selling an estimated $1.51M and leaving 142,594 shares worth $6.69M. The position accounts for 0.03% of the portfolio, ranked #513.

Sanctuary Advisors first reported a position in JCPB in Q2 2024 and has held it in 9 quarters since. The position peaked at $8.23M in Q1 2026. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Sanctuary Advisors held 142,594 shares of JPMorgan Core Plus Bond ETF worth $6.69M as of Q2 2026.
Sanctuary Advisors sold 32,235 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $1.51M.
JPMorgan Core Plus Bond ETF made up 0.03% of Sanctuary Advisors's portfolio in Q2 2026, its #513 holding.
Sanctuary Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's JPMorgan Core Plus Bond ETF position peaked at $8.23M in Q1 2026.
503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.