1015 Capital Partners’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

1015 Capital Partners’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	$662K	Buy	14,095 +107	+0.8%	+$5.02K	0.55%	40
2026 Q1	$659K	Buy	13,988 +500	+4%	+$23.7K	0.64%	34
2025 Q4	$639K	Buy	+13,488	New	+$642K	0.63%	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

1015 Capital Partners's JCPB Position: Q2 2026 in Review

1015 Capital Partners increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 0.76% in Q2 2026, buying an estimated $5.02K and bringing the position to 14,095 shares worth $662K. The position accounts for 0.55% of the portfolio, ranked #40.

1015 Capital Partners first reported a position in JCPB in Q4 2025 and has held it in 3 quarters since. 502 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

1015 Capital Partners held 14,095 shares of JPMorgan Core Plus Bond ETF worth $662K as of Q2 2026.
1015 Capital Partners bought 107 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $5.02K.
JPMorgan Core Plus Bond ETF made up 0.55% of 1015 Capital Partners's portfolio in Q2 2026, its #40 holding.
1015 Capital Partners first reported a position in JPMorgan Core Plus Bond ETF in Q4 2025 and has held it in 3 quarters since.
502 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on 1015 Capital Partners's 13F filing for Q2 2026, filed 21 Jul 2026.