Valmark Advisers’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Valmark Advisers’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	$597K	Sell	12,725 -42,114	-77%	-$1.98M	0.01%	472
2026 Q1	$2.58M	Buy	+54,839	New	+$2.6M	0.03%	212

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

Valmark Advisers's JCPB Position: Q2 2026 in Review

Valmark Advisers reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 77% in Q2 2026, selling an estimated $1.98M and leaving 12,725 shares worth $597K. The position accounts for 0.01% of the portfolio, ranked #472.

Valmark Advisers first reported a position in JCPB in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.58M in Q1 2026. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Valmark Advisers held 12,725 shares of JPMorgan Core Plus Bond ETF worth $597K as of Q2 2026.
Valmark Advisers sold 42,114 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $1.98M.
JPMorgan Core Plus Bond ETF made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #472 holding.
Valmark Advisers first reported a position in JPMorgan Core Plus Bond ETF in Q1 2026 and has held it in 2 quarters since.
Valmark Advisers's JPMorgan Core Plus Bond ETF position peaked at $2.58M in Q1 2026.
503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.