Bank of America
JCPB icon

Bank of America’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Bank of America’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 		$248M Sell
5,291,099
-85,555
-2% -$4.01M 0.02% 684
2026
Q1 		$253M Sell
5,376,654
-535,437
-9% -$25.4M 0.02% 622
2025
Q4 		$280M Sell
5,912,091
-2,502,865
-30% -$119M 0.02% 596
2025
Q3 		$400M Buy
8,414,956
+355,956
+4% +$16.8M 0.03% 517
2025
Q2 		$379M Sell
8,059,000
-1,341
-0% -$62.3K 0.03% 527
2025
Q1 		$379M Sell
8,060,341
-285,619
-3% -$13.3M 0.03% 484
2024
Q4 		$384M Buy
8,345,960
+568,425
+7% +$26.6M 0.03% 450
2024
Q3 		$375M Buy
7,777,535
+559,865
+8% +$26.6M 0.03% 487
2024
Q2 		$334M Buy
7,217,670
+370,856
+5% +$17.1M 0.03% 488
2024
Q1 		$319M Sell
6,846,814
-425,627
-6% -$19.8M 0.03% 501
2023
Q4 		$342M Buy
7,272,441
+6,446,815
+781% +$291M 0.03% 442
2023
Q3 		$36.9M Sell
825,626
-283,643
-26% -$13M ﹤0.01% 1488
2023
Q2 		$51.7M Buy
1,109,269
+26,038
+2% +$1.22M 0.01% 1282
2023
Q1 		$51.3M Buy
1,083,231
+321,718
+42% +$15.1M 0.01% 1357
2022
Q4 		$35M Buy
761,513
+761,512
+76,151,200% +$35M ﹤0.01% 1561
2022
Q3 		$0 Buy
+1
New +$48 ﹤0.01% 8017

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
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America's JCPB Position: Q2 2026 in Review

Bank of America reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 1.6% in Q2 2026, selling an estimated $4.01M and leaving 5,291,099 shares worth $248M. The position accounts for 0.02% of the portfolio, ranked #684.

Bank of America first reported a position in JCPB in Q3 2022 and has held it in 16 quarters since. The position peaked at $400M in Q3 2025. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Bank of America held 5,291,099 shares of JPMorgan Core Plus Bond ETF worth $248M as of Q2 2026.
  • Bank of America sold 85,555 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $4.01M.
  • JPMorgan Core Plus Bond ETF made up 0.02% of Bank of America's portfolio in Q2 2026, its #684 holding.
  • Bank of America first reported a position in JPMorgan Core Plus Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Bank of America's JPMorgan Core Plus Bond ETF position peaked at $400M in Q3 2025.
  • 505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Bank of America's 13F filing for Q2 2026, filed 14 Aug 2026.