Sierra Ocean’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Sierra Ocean’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	$12.3M	Buy	261,576 +13,299	+5%	+$624K	8.5%	3
2026 Q1	$11.7M	Buy	248,277 +8,150	+3%	+$387K	9.59%	3
2025 Q4	$11.4M	Buy	240,127 +8,122	+4%	+$386K	9.41%	3
2025 Q3	$11M	Buy	232,005 +36,888	+19%	+$1.74M	9.27%	3
2025 Q2	$9.18M	Buy	195,117 +4,336	+2%	+$201K	6.62%	4
2025 Q1	$8.97M	Buy	190,781 +16,616	+10%	+$773K	7.08%	3
2024 Q4	$8.02M	Buy	+174,165	New	+$8.16M	6.55%	4

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

Sierra Ocean's JCPB Position: Q2 2026 in Review

Sierra Ocean increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 5.4% in Q2 2026, buying an estimated $624K and bringing the position to 261,576 shares worth $12.3M. The position accounts for 8.5% of the portfolio, ranked #3.

Sierra Ocean first reported a position in JCPB in Q4 2024 and has held it in 7 quarters since. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Sierra Ocean held 261,576 shares of JPMorgan Core Plus Bond ETF worth $12.3M as of Q2 2026.
Sierra Ocean bought 13,299 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $624K.
JPMorgan Core Plus Bond ETF made up 8.5% of Sierra Ocean's portfolio in Q2 2026, its #3 holding.
Sierra Ocean first reported a position in JPMorgan Core Plus Bond ETF in Q4 2024 and has held it in 7 quarters since.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Sierra Ocean's 13F filing for Q2 2026, filed 7 Aug 2026.