Baird Financial Group
JCPB icon

Baird Financial Group’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Baird Financial Group’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 		$22.1M Buy
471,415
+4,165
+0.9% +$195K 0.03% 364
2026
Q1 		$22M Buy
467,250
+251,601
+117% +$11.9M 0.03% 341
2025
Q4 		$10.2M Sell
215,649
-2,501
-1% -$119K 0.02% 537
2025
Q3 		$10.4M Sell
218,150
-1,864
-0.8% -$87.7K 0.02% 532
2025
Q2 		$10.4M Sell
220,014
-4,406
-2% -$205K 0.02% 518
2025
Q1 		$10.6M Buy
224,420
+31,450
+16% +$1.46M 0.02% 506
2024
Q4 		$8.89M Buy
192,970
+4,691
+2% +$220K 0.02% 536
2024
Q3 		$9.08M Buy
188,279
+4,845
+3% +$230K 0.02% 538
2024
Q2 		$8.5M Sell
183,434
-3,440
-2% -$158K 0.02% 531
2024
Q1 		$8.72M Buy
186,874
+24,548
+15% +$1.14M 0.02% 511
2023
Q4 		$7.64M Buy
162,326
+21,556
+15% +$973K 0.02% 538
2023
Q3 		$6.29M Buy
140,770
+115,527
+458% +$5.29M 0.02% 558
2023
Q2 		$1.18M Sell
25,243
-6,507
-20% -$306K ﹤0.01% 1068
2023
Q1 		$1.5M Buy
31,750
+19,492
+159% +$915K ﹤0.01% 979
2022
Q4 		$563K Buy
+12,258
New +$563K ﹤0.01% 1252
2021
Q4 		– Sell
-41,824
Closed -$2.28M – 1901
2021
Q3 		$2.28M Buy
41,824
+1,022
+3% +$56.1K 0.01% 901
2021
Q2 		$2.23M Buy
40,802
+1,706
+4% +$92.7K 0.01% 870
2021
Q1 		$2.11M Sell
39,096
-2,459
-6% -$135K 0.01% 871
2020
Q4 		$2.32M Buy
+41,555
New +$2.32M 0.01% 753

Other funds holding JCPB

Betterment LLC
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Bank of America
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

Baird Financial Group's JCPB Position: Q2 2026 in Review

Baird Financial Group increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 0.89% in Q2 2026, buying an estimated $195K and bringing the position to 471,415 shares worth $22.1M. The position accounts for 0.03% of the portfolio, ranked #364.

Baird Financial Group first reported a position in JCPB in Q4 2020 and has held it in 19 quarters since. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Baird Financial Group held 471,415 shares of JPMorgan Core Plus Bond ETF worth $22.1M as of Q2 2026.
  • Baird Financial Group bought 4,165 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $195K.
  • JPMorgan Core Plus Bond ETF made up 0.03% of Baird Financial Group's portfolio in Q2 2026, its #364 holding.
  • Baird Financial Group first reported a position in JPMorgan Core Plus Bond ETF in Q4 2020 and has held it in 19 quarters since.
  • 503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.