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

Walkner Condon 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	$30.9M	Buy	658,867 +71,465	+12%	+$3.35M	3.55%	3
2026 Q1	$27.7M	Buy	587,402 +64,498	+12%	+$3.06M	3.65%	3
2025 Q4	$24.8M	Buy	522,904 +84,236	+19%	+$4.01M	3.44%	3
2025 Q3	$20.9M	Buy	438,668 +41,751	+11%	+$1.96M	3.31%	4
2025 Q2	$18.7M	Buy	396,917 +6,880	+2%	+$320K	3.44%	4
2025 Q1	$18.3M	Buy	390,037 +99,560	+34%	+$4.63M	3.71%	3
2024 Q4	$13.4M	Sell	290,477 -10,831	-4%	-$508K	2.72%	6
2024 Q3	$14.5M	Buy	301,308 +48,500	+19%	+$2.3M	2.97%	5
2024 Q2	$11.7M	Buy	252,808 +15,194	+6%	+$699K	2.53%	9
2024 Q1	$11.1M	Buy	237,614 +14,220	+6%	+$662K	2.35%	7
2023 Q4	$10.5M	Buy	223,394 +175,940	+371%	+$7.94M	2.4%	7
2023 Q3	$2.12M	Buy	47,454 +40,285	+562%	+$1.84M	0.56%	47
2023 Q2	$334K	Buy	+7,169	New	+$337K	0.09%	170

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

Walkner Condon Financial Advisors's JCPB Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 12% in Q2 2026, buying an estimated $3.35M and bringing the position to 658,867 shares worth $30.9M. The position accounts for 3.55% of the portfolio, ranked #3.

Walkner Condon Financial Advisors first reported a position in JCPB in Q2 2023 and has held it in 13 quarters since. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Walkner Condon Financial Advisors held 658,867 shares of JPMorgan Core Plus Bond ETF worth $30.9M as of Q2 2026.
Walkner Condon Financial Advisors bought 71,465 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $3.35M.
JPMorgan Core Plus Bond ETF made up 3.55% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #3 holding.
Walkner Condon Financial Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q2 2023 and has held it in 13 quarters since.
503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.