Bank of America
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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
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

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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 $1.56T AUM 27.86% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Bank of America's JCPB Position: Q1 2026 in Review

Bank of America reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 9.1% in Q1 2026, selling an estimated $25.4M and leaving 5,376,654 shares worth $253M. The position accounts for 0.02% of the portfolio, ranked #622.

Bank of America first reported a position in JCPB in Q3 2022 and has held it in 15 quarters since. The position peaked at $400M in Q3 2025. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

  • Bank of America held 5,376,654 shares of JPMorgan Core Plus Bond ETF worth $253M as of Q1 2026.
  • Bank of America sold 535,437 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $25.4M.
  • JPMorgan Core Plus Bond ETF made up 0.02% of Bank of America's portfolio in Q1 2026, its #622 holding.
  • Bank of America first reported a position in JPMorgan Core Plus Bond ETF in Q3 2022 and has held it in 15 quarters since.
  • Bank of America's JPMorgan Core Plus Bond ETF position peaked at $400M in Q3 2025.
  • 478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.