Sterling Investment Advisors (Pennsylvania)’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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	$1.3M	Hold	27,695	–	–	0.22%	96
2026 Q1	$1.3M	Buy	27,695 +675	+2%	+$32K	0.24%	87
2025 Q4	$1.28M	Buy	27,020 +2,000	+8%	+$95.2K	0.24%	87
2025 Q3	$1.19M	Buy	25,020 +900	+4%	+$42.4K	0.23%	90
2025 Q2	$1.14M	Hold	24,120	–	–	0.25%	90
2025 Q1	$1.13M	Buy	24,120 +2,900	+14%	+$135K	0.27%	84
2024 Q4	$978K	Buy	21,220 +8,595	+68%	+$403K	0.24%	84
2024 Q3	$609K	Buy	12,625 +1,525	+14%	+$72.4K	0.15%	94
2024 Q2	$514K	Buy	11,100 +1,250	+13%	+$57.5K	0.14%	99
2024 Q1	$459K	Buy	+9,850	New	+$458K	0.13%	105

Other funds holding JCPB

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s JCPB Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) held its JPMorgan Core Plus Bond ETF (JCPB) position steady in Q2 2026 at 27,695 shares worth $1.3M. The position accounts for 0.22% of the portfolio, ranked #96.

Sterling Investment Advisors (Pennsylvania) first reported a position in JCPB in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.3M in Q1 2026. 240 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Sterling Investment Advisors (Pennsylvania) held 27,695 shares of JPMorgan Core Plus Bond ETF worth $1.3M as of Q2 2026.
Sterling Investment Advisors (Pennsylvania) left its JPMorgan Core Plus Bond ETF share count unchanged in Q2 2026.
JPMorgan Core Plus Bond ETF made up 0.22% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #96 holding.
Sterling Investment Advisors (Pennsylvania) first reported a position in JPMorgan Core Plus Bond ETF in Q1 2024 and has held it in 10 quarters since.
Sterling Investment Advisors (Pennsylvania)'s JPMorgan Core Plus Bond ETF position peaked at $1.3M in Q1 2026.
240 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.