Bank of New York Mellon
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Bank of New York Mellon’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Bank of New York Mellon’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 		$31.7M Buy
675,324
+97,567
+17% +$4.58M 0.01% 1346
2026
Q1 		$27.2M Buy
577,757
+449,855
+352% +$21.3M 0.01% 1367
2025
Q4 		$6.06M Buy
127,902
+30,458
+31% +$1.45M ﹤0.01% 2217
2025
Q3 		$4.63M Buy
97,444
+41,121
+73% +$1.94M ﹤0.01% 2370
2025
Q2 		$2.65M Buy
56,323
+27,500
+95% +$1.28M ﹤0.01% 2612
2025
Q1 		$1.36M Buy
28,823
+22,322
+343% +$1.04M ﹤0.01% 2880
2024
Q4 		$299K Buy
+6,501
New +$305K ﹤0.01% 3784

Other funds holding JCPB

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon's JCPB Position: Q2 2026 in Review

Bank of New York Mellon increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 17% in Q2 2026, buying an estimated $4.58M and bringing the position to 675,324 shares worth $31.7M. The position accounts for 0.01% of the portfolio, ranked #1346.

Bank of New York Mellon first reported a position in JCPB in Q4 2024 and has held it in 7 quarters since. 379 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Bank of New York Mellon held 675,324 shares of JPMorgan Core Plus Bond ETF worth $31.7M as of Q2 2026.
  • Bank of New York Mellon bought 97,567 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $4.58M.
  • JPMorgan Core Plus Bond ETF made up 0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #1346 holding.
  • Bank of New York Mellon first reported a position in JPMorgan Core Plus Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 379 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.