Anchor Investment Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Anchor Investment 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	$502K	Hold	10,703	–	–	0.04%	260
2026 Q1	$504K	Hold	10,703	–	–	0.04%	266
2025 Q4	$507K	Hold	10,703	–	–	0.04%	264
2025 Q3	$509K	Hold	10,703	–	–	0.04%	258
2025 Q2	$504K	Hold	10,703	–	–	0.04%	257
2025 Q1	$503K	Hold	10,703	–	–	0.05%	249
2024 Q4	$493K	Hold	10,703	–	–	0.05%	256
2024 Q3	$516K	Buy	+10,703	New	+$508K	0.05%	254

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

Anchor Investment Management's JCPB Position: Q2 2026 in Review

Anchor Investment Management held its JPMorgan Core Plus Bond ETF (JCPB) position steady in Q2 2026 at 10,703 shares worth $502K. The position accounts for 0.04% of the portfolio, ranked #260.

Anchor Investment Management first reported a position in JCPB in Q3 2024 and has held it in 8 quarters since. The position peaked at $516K in Q3 2024. 506 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Anchor Investment Management held 10,703 shares of JPMorgan Core Plus Bond ETF worth $502K as of Q2 2026.
Anchor Investment Management left its JPMorgan Core Plus Bond ETF share count unchanged in Q2 2026.
JPMorgan Core Plus Bond ETF made up 0.04% of Anchor Investment Management's portfolio in Q2 2026, its #260 holding.
Anchor Investment Management first reported a position in JPMorgan Core Plus Bond ETF in Q3 2024 and has held it in 8 quarters since.
Anchor Investment Management's JPMorgan Core Plus Bond ETF position peaked at $516K in Q3 2024.
506 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.