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

West Michigan 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	$2.29M	Sell	48,686 -323	-0.7%	-$15.1K	0.43%	63
2026 Q1	$2.31M	Sell	49,009 -8,854	-15%	-$420K	0.51%	60
2025 Q4	$2.75M	Buy	57,863 +1,082	+2%	+$51.5K	0.63%	44
2025 Q3	$2.7M	Sell	56,781 -23,131	-29%	-$1.09M	0.65%	38
2025 Q2	$3.76M	Buy	79,912 +181	+0.2%	+$8.41K	1.06%	24
2025 Q1	$3.75M	Buy	79,731 +3,175	+4%	+$148K	1.24%	19
2024 Q4	$3.54M	Buy	76,556 +2,387	+3%	+$112K	1.07%	27
2024 Q3	$3.58M	Buy	74,169 +3,065	+4%	+$146K	1.08%	26
2024 Q2	$3.29M	Buy	71,104 +17,256	+32%	+$793K	1.05%	24
2024 Q1	$2.51M	Buy	+53,848	New	+$2.51M	0.82%	34

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

West Michigan Advisors's JCPB Position: Q2 2026 in Review

West Michigan Advisors reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 0.66% in Q2 2026, selling an estimated $15.1K and leaving 48,686 shares worth $2.29M. The position accounts for 0.43% of the portfolio, ranked #63.

West Michigan Advisors first reported a position in JCPB in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.76M in Q2 2025. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

West Michigan Advisors held 48,686 shares of JPMorgan Core Plus Bond ETF worth $2.29M as of Q2 2026.
West Michigan Advisors sold 323 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $15.1K.
JPMorgan Core Plus Bond ETF made up 0.43% of West Michigan Advisors's portfolio in Q2 2026, its #63 holding.
West Michigan Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q1 2024 and has held it in 10 quarters since.
West Michigan Advisors's JPMorgan Core Plus Bond ETF position peaked at $3.76M in Q2 2025.
503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.