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

Waverly 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	$5.08M	Buy	108,298 +103,147	+2,002%	+$4.84M	0.03%	454
2026 Q1	$242K	Buy	5,151 +754	+17%	+$35.8K	﹤0.01%	1414
2025 Q4	$208K	Buy	4,397 +129	+3%	+$6.14K	﹤0.01%	1376
2025 Q3	$203K	Sell	4,268 -35	-0.8%	-$1.65K	﹤0.01%	1213
2025 Q2	$203K	Buy	+4,303	New	+$200K	﹤0.01%	1120

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

Waverly Advisors's JCPB Position: Q2 2026 in Review

Waverly Advisors increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 2,002% in Q2 2026, buying an estimated $4.84M and bringing the position to 108,298 shares worth $5.08M. The position accounts for 0.03% of the portfolio, ranked #454.

Waverly Advisors first reported a position in JCPB in Q2 2025 and has held it in 5 quarters since. 508 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Waverly Advisors held 108,298 shares of JPMorgan Core Plus Bond ETF worth $5.08M as of Q2 2026.
Waverly Advisors bought 103,147 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $4.84M.
JPMorgan Core Plus Bond ETF made up 0.03% of Waverly Advisors's portfolio in Q2 2026, its #454 holding.
Waverly Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q2 2025 and has held it in 5 quarters since.
508 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.