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

World Investment 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	$3.57M	Hold	75,780	–	–	0.06%	335
2026 Q1	$3.57M	Sell	75,780 -1,258	-2%	-$59.7K	0.06%	339
2025 Q4	$3.65M	Sell	77,038 -9,744	-11%	-$464K	0.06%	327
2025 Q3	$4.13M	Buy	86,782 +54,910	+172%	+$2.58M	0.08%	253
2025 Q2	$1.5M	Buy	31,872 +235	+0.7%	+$10.9K	0.03%	433
2025 Q1	$1.49M	Buy	+31,637	New	+$1.47M	0.04%	410

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

World Investment Advisors's JCPB Position: Q2 2026 in Review

World Investment Advisors held its JPMorgan Core Plus Bond ETF (JCPB) position steady in Q2 2026 at 75,780 shares worth $3.57M. The position accounts for 0.06% of the portfolio, ranked #335.

World Investment Advisors first reported a position in JCPB in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.13M in Q3 2025. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

World Investment Advisors held 75,780 shares of JPMorgan Core Plus Bond ETF worth $3.57M as of Q2 2026.
World Investment Advisors left its JPMorgan Core Plus Bond ETF share count unchanged in Q2 2026.
JPMorgan Core Plus Bond ETF made up 0.06% of World Investment Advisors's portfolio in Q2 2026, its #335 holding.
World Investment Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q1 2025 and has held it in 6 quarters since.
World Investment Advisors's JPMorgan Core Plus Bond ETF position peaked at $4.13M in Q3 2025.
503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

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