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

Snowden Capital 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	$5.2M	Buy	110,756 +6,860	+7%	+$322K	0.12%	184
2026 Q1	$4.89M	Buy	103,896 +15,410	+17%	+$731K	0.13%	172
2025 Q4	$4.21M	Buy	88,486 +10,927	+14%	+$520K	0.11%	188
2025 Q3	$3.69M	Buy	77,559 +6,312	+9%	+$297K	0.1%	208
2025 Q2	$3.35M	Buy	71,247 +3,243	+5%	+$151K	0.1%	211
2025 Q1	$3.2M	Buy	68,004 +1,333	+2%	+$62K	0.1%	212
2024 Q4	$3.08M	Buy	66,671 +13,290	+25%	+$623K	0.1%	213
2024 Q3	$2.58M	Buy	53,381 +2,496	+5%	+$119K	0.08%	273
2024 Q2	$2.36M	Sell	50,885 -3,462	-6%	-$159K	0.07%	289
2024 Q1	$2.54M	Buy	54,347 +1,548	+3%	+$72K	0.08%	280
2023 Q4	$2.49M	Buy	+52,799	New	+$2.38M	0.09%	245
2022 Q1	–	Sell	-442	Closed	-$23K	–	1567
2021 Q4	$23K	Buy	+442	New	+$24K	﹤0.01%	1278

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

Snowden Capital Advisors's JCPB Position: Q2 2026 in Review

Snowden Capital Advisors increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 6.6% in Q2 2026, buying an estimated $322K and bringing the position to 110,756 shares worth $5.2M. The position accounts for 0.12% of the portfolio, ranked #184.

Snowden Capital Advisors first reported a position in JCPB in Q4 2021 and has held it in 12 quarters since. 506 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Snowden Capital Advisors held 110,756 shares of JPMorgan Core Plus Bond ETF worth $5.2M as of Q2 2026.
Snowden Capital Advisors bought 6,860 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $322K.
JPMorgan Core Plus Bond ETF made up 0.12% of Snowden Capital Advisors's portfolio in Q2 2026, its #184 holding.
Snowden Capital Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q4 2021 and has held it in 12 quarters since.
506 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

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