Silver Oak Securities’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Silver Oak Securities’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	$786K	Sell	16,750 -18,241	-52%	-$855K	0.05%	345
2026 Q1	$1.65M	Buy	34,991 +21,258	+155%	+$1.01M	0.12%	176
2025 Q4	$654K	Buy	13,733 +4,018	+41%	+$191K	0.04%	389
2025 Q3	$462K	Buy	9,715 +244	+3%	+$11.5K	0.03%	454
2025 Q2	$446K	Buy	9,471 +221	+2%	+$10.3K	0.04%	440
2025 Q1	$434K	Buy	9,250 +1,346	+17%	+$62.6K	0.04%	409
2024 Q4	$366K	Sell	7,904 -823	-9%	-$38.6K	0.03%	452
2024 Q3	$422K	Buy	8,727 +5,784	+197%	+$275K	0.04%	355
2024 Q2	$136K	Sell	2,943 -1,809	-38%	-$83.2K	0.02%	414
2024 Q1	$222K	Buy	4,752 +150	+3%	+$6.98K	0.03%	358
2023 Q4	$217K	Buy	+4,602	New	+$208K	0.03%	446

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

Silver Oak Securities's JCPB Position: Q2 2026 in Review

Silver Oak Securities reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 52% in Q2 2026, selling an estimated $855K and leaving 16,750 shares worth $786K. The position accounts for 0.05% of the portfolio, ranked #345.

Silver Oak Securities first reported a position in JCPB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.65M in Q1 2026. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Silver Oak Securities held 16,750 shares of JPMorgan Core Plus Bond ETF worth $786K as of Q2 2026.
Silver Oak Securities sold 18,241 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $855K.
JPMorgan Core Plus Bond ETF made up 0.05% of Silver Oak Securities's portfolio in Q2 2026, its #345 holding.
Silver Oak Securities first reported a position in JPMorgan Core Plus Bond ETF in Q4 2023 and has held it in 11 quarters since.
Silver Oak Securities's JPMorgan Core Plus Bond ETF position peaked at $1.65M in Q1 2026.
503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.