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

Savvy Advisors Inc’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	$364K	Buy	7,762 +1,100	+17%	+$51.6K	0.01%	901
2026 Q1	$314K	Sell	6,662 -10,447	-61%	-$496K	0.01%	852
2025 Q4	$810K	Sell	17,109 -7,420	-30%	-$353K	0.03%	415
2025 Q3	$1.17M	Buy	24,529 +2,450	+11%	+$115K	0.05%	239
2025 Q2	$1.04M	Sell	22,079 -7,527	-25%	-$350K	0.07%	212
2025 Q1	$1.39M	Buy	+29,606	New	+$1.38M	0.14%	124

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

Savvy Advisors Inc's JCPB Position: Q2 2026 in Review

Savvy Advisors Inc increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 17% in Q2 2026, buying an estimated $51.6K and bringing the position to 7,762 shares worth $364K. The position accounts for 0.01% of the portfolio, ranked #901.

Savvy Advisors Inc first reported a position in JCPB in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.39M in Q1 2025. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Savvy Advisors Inc held 7,762 shares of JPMorgan Core Plus Bond ETF worth $364K as of Q2 2026.
Savvy Advisors Inc bought 1,100 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $51.6K.
JPMorgan Core Plus Bond ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #901 holding.
Savvy Advisors Inc first reported a position in JPMorgan Core Plus Bond ETF in Q1 2025 and has held it in 6 quarters since.
Savvy Advisors Inc's JPMorgan Core Plus Bond ETF position peaked at $1.39M in Q1 2025.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.