United Advisor Group’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

United Advisor Group’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 Q1	$4.53M	Buy	96,129 +2,812	+3%	+$133K	0.56%	44
2025 Q4	$4.42M	Buy	93,317 +4,448	+5%	+$212K	0.55%	42
2025 Q3	$4.23M	Sell	88,869 -1,616	-2%	-$76.1K	0.57%	39
2025 Q2	$4.26M	Sell	90,485 -4,968	-5%	-$231K	0.74%	31
2025 Q1	$4.49M	Buy	95,453 +9,387	+11%	+$437K	0.92%	25
2024 Q4	$3.97M	Buy	86,066 +15,882	+23%	+$745K	0.78%	33
2024 Q3	$3.39M	Buy	70,184 +15,597	+29%	+$741K	0.77%	29
2024 Q2	$2.53M	Buy	54,587 +10,560	+24%	+$486K	0.79%	33
2024 Q1	$2.05M	Buy	+44,027	New	+$2.05M	0.77%	33

Other funds holding JCPB

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

United Advisor Group's JCPB Position: Q1 2026 in Review

United Advisor Group increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 3% in Q1 2026, buying an estimated $133K and bringing the position to 96,129 shares worth $4.53M. The position accounts for 0.56% of the portfolio, ranked #44.

United Advisor Group first reported a position in JCPB in Q1 2024 and has held it in 9 quarters since. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

United Advisor Group held 96,129 shares of JPMorgan Core Plus Bond ETF worth $4.53M as of Q1 2026.
United Advisor Group bought 2,812 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $133K.
JPMorgan Core Plus Bond ETF made up 0.56% of United Advisor Group's portfolio in Q1 2026, its #44 holding.
United Advisor Group first reported a position in JPMorgan Core Plus Bond ETF in Q1 2024 and has held it in 9 quarters since.
478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.