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

Shore Point 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 		$8.59M Buy
182,935
+152,231
+496% +$7.14M 2.94% 8
2026
Q1 		$1.45M Buy
+30,704
New +$1.46M 0.57% 33

Other funds holding JCPB

LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
KFG
Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Shore Point Advisors's JCPB Position: Q2 2026 in Review

Shore Point Advisors increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 496% in Q2 2026, buying an estimated $7.14M and bringing the position to 182,935 shares worth $8.59M. The position accounts for 2.94% of the portfolio, ranked #8.

Shore Point Advisors first reported a position in JCPB in Q1 2026 and has held it in 2 quarters since. 76 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Shore Point Advisors held 182,935 shares of JPMorgan Core Plus Bond ETF worth $8.59M as of Q2 2026.
  • Shore Point Advisors bought 152,231 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $7.14M.
  • JPMorgan Core Plus Bond ETF made up 2.94% of Shore Point Advisors's portfolio in Q2 2026, its #8 holding.
  • Shore Point Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 76 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Shore Point Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.