Steward Partners Investment Advisory’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Steward Partners Investment Advisory’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	$1.31M	Buy	27,839 +301	+1%	+$14.1K	0.01%	1130
2026 Q1	$1.3M	Sell	27,538 -183,346	-87%	-$8.7M	0.01%	1030
2025 Q4	$9.99M	Buy	210,884 +8,274	+4%	+$394K	0.05%	299
2025 Q3	$9.63M	Buy	202,610 +7,436	+4%	+$350K	0.06%	289
2025 Q2	$9.18M	Buy	195,174 +4,284	+2%	+$199K	0.07%	269
2025 Q1	$8.98M	Buy	190,890 +55,243	+41%	+$2.57M	0.08%	255
2024 Q4	$6.25M	Buy	135,647 +135,079	+23,782%	+$6.33M	0.06%	330
2024 Q3	$27.4K	Sell	568 -1,921	-77%	-$91.2K	﹤0.01%	2516
2024 Q2	$115K	Buy	2,489 +1,921	+338%	+$88.3K	﹤0.01%	1711
2024 Q1	$26.5K	Sell	568 -108	-16%	-$5.02K	﹤0.01%	2396
2023 Q4	$31.8K	Hold	676	–	–	﹤0.01%	2163
2023 Q3	$30.2K	Buy	+676	New	+$30.9K	﹤0.01%	2130

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

Steward Partners Investment Advisory's JCPB Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 1.1% in Q2 2026, buying an estimated $14.1K and bringing the position to 27,839 shares worth $1.31M. The position accounts for 0.01% of the portfolio, ranked #1130.

Steward Partners Investment Advisory first reported a position in JCPB in Q3 2023 and has held it in 12 quarters since. The position peaked at $9.99M in Q4 2025. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Steward Partners Investment Advisory held 27,839 shares of JPMorgan Core Plus Bond ETF worth $1.31M as of Q2 2026.
Steward Partners Investment Advisory bought 301 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $14.1K.
JPMorgan Core Plus Bond ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1130 holding.
Steward Partners Investment Advisory first reported a position in JPMorgan Core Plus Bond ETF in Q3 2023 and has held it in 12 quarters since.
Steward Partners Investment Advisory's JPMorgan Core Plus Bond ETF position peaked at $9.99M in Q4 2025.
503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.