Alpine Bank Wealth Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Alpine Bank Wealth Management’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	$13M	Sell	277,752 -1,645,914	-86%	-$77.2M	1.67%	14
2026 Q1	$90.6M	Sell	1,923,666 -718,882	-27%	-$34.1M	13.17%	1
2025 Q4	$125M	Buy	2,642,548 +1,067,806	+68%	+$50.8M	17.7%	1
2025 Q3	$74.9M	Buy	1,574,742 +720,527	+84%	+$33.9M	10.54%	2
2025 Q2	$40.2M	Buy	+854,215	New	+$39.7M	6.07%	5

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

Alpine Bank Wealth Management's JCPB Position: Q2 2026 in Review

Alpine Bank Wealth Management reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 86% in Q2 2026, selling an estimated $77.2M and leaving 277,752 shares worth $13M. The position accounts for 1.67% of the portfolio, ranked #14.

Alpine Bank Wealth Management first reported a position in JCPB in Q2 2025 and has held it in 5 quarters since. The position peaked at $125M in Q4 2025. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Alpine Bank Wealth Management held 277,752 shares of JPMorgan Core Plus Bond ETF worth $13M as of Q2 2026.
Alpine Bank Wealth Management sold 1,645,914 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $77.2M.
JPMorgan Core Plus Bond ETF made up 1.67% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #14 holding.
Alpine Bank Wealth Management first reported a position in JPMorgan Core Plus Bond ETF in Q2 2025 and has held it in 5 quarters since.
Alpine Bank Wealth Management's JPMorgan Core Plus Bond ETF position peaked at $125M in Q4 2025.
503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.