USAdvisors Wealth Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

USAdvisors Wealth Management’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	$929K	Buy	19,796 +753	+4%	+$35.3K	0.27%	72
2026 Q1	$893K	Buy	19,043 +64	+0.3%	+$3.04K	0.3%	65
2025 Q4	$898K	Buy	18,979 +642	+4%	+$30.5K	0.3%	67
2025 Q3	$871K	Buy	18,337 +2,729	+17%	+$128K	0.3%	67
2025 Q2	$734K	Buy	15,608 +3,229	+26%	+$150K	0.27%	68
2025 Q1	$631K	Buy	12,379 +1,675	+16%	+$77.9K	0.22%	74
2024 Q4	$493K	Sell	10,704 -271	-2%	-$12.7K	0.16%	85
2024 Q3	$530K	Buy	10,975 +4,077	+59%	+$194K	0.19%	80
2024 Q2	$319K	Sell	6,898 -1,675	-20%	-$77K	0.11%	97
2024 Q1	$400K	Buy	8,573 +1,287	+18%	+$59.9K	0.15%	92
2023 Q4	$343K	Sell	7,286 -30	-0.4%	-$1.35K	0.14%	94
2023 Q3	$326K	Buy	7,316 +565	+8%	+$25.9K	0.15%	86
2023 Q2	$314K	Buy	+6,751	New	+$317K	0.15%	87

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

USAdvisors Wealth Management's JCPB Position: Q2 2026 in Review

USAdvisors Wealth Management increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 4% in Q2 2026, buying an estimated $35.3K and bringing the position to 19,796 shares worth $929K. The position accounts for 0.27% of the portfolio, ranked #72.

USAdvisors Wealth Management first reported a position in JCPB in Q2 2023 and has held it in 13 quarters since. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

USAdvisors Wealth Management held 19,796 shares of JPMorgan Core Plus Bond ETF worth $929K as of Q2 2026.
USAdvisors Wealth Management bought 753 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $35.3K.
JPMorgan Core Plus Bond ETF made up 0.27% of USAdvisors Wealth Management's portfolio in Q2 2026, its #72 holding.
USAdvisors Wealth Management first reported a position in JPMorgan Core Plus Bond ETF in Q2 2023 and has held it in 13 quarters since.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.