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Transamerica Financial Advisors’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Transamerica Financial 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 		$5.03K Buy
107
+51
+91% +$2.39K ﹤0.01% 1121
2026
Q1 		$2.64K Buy
+56
New +$2.66K ﹤0.01% 1151

Other funds holding JCPB

Betterment LLC
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Bank of America
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

Transamerica Financial Advisors's JCPB Position: Q2 2026 in Review

Transamerica Financial Advisors increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 91% in Q2 2026, buying an estimated $2.39K and bringing the position to 107 shares worth $5.03K. The position accounts for ﹤0.01% of the portfolio, ranked #1121.

Transamerica Financial Advisors first reported a position in JCPB in Q1 2026 and has held it in 2 quarters since. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Transamerica Financial Advisors held 107 shares of JPMorgan Core Plus Bond ETF worth $5.03K as of Q2 2026.
  • Transamerica Financial Advisors bought 51 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $2.39K.
  • JPMorgan Core Plus Bond ETF made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1121 holding.
  • Transamerica Financial Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.