Sowell Financial Services’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Sowell Financial Services’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	$1.63M	Buy	34,822 +772	+2%	+$36.2K	0.05%	357
2026 Q1	$1.6M	Buy	34,050 +4,738	+16%	+$225K	0.06%	343
2025 Q4	$1.39M	Buy	29,312 +15,031	+105%	+$715K	0.05%	357
2025 Q3	$679K	Buy	14,281 +9,143	+178%	+$430K	0.03%	543
2025 Q2	$242K	Buy	+5,138	New	+$239K	0.01%	880
2020 Q2	–	Sell	-1,900	Closed	-$103K	–	2566
2020 Q1	$103K	Buy	+1,900	New	+$102K	0.01%	829

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

Sowell Financial Services's JCPB Position: Q2 2026 in Review

Sowell Financial Services increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 2.3% in Q2 2026, buying an estimated $36.2K and bringing the position to 34,822 shares worth $1.63M. The position accounts for 0.05% of the portfolio, ranked #357.

Sowell Financial Services first reported a position in JCPB in Q1 2020 and has held it in 6 quarters since. 504 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Sowell Financial Services held 34,822 shares of JPMorgan Core Plus Bond ETF worth $1.63M as of Q2 2026.
Sowell Financial Services bought 772 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $36.2K.
JPMorgan Core Plus Bond ETF made up 0.05% of Sowell Financial Services's portfolio in Q2 2026, its #357 holding.
Sowell Financial Services first reported a position in JPMorgan Core Plus Bond ETF in Q1 2020 and has held it in 6 quarters since.
504 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.