BankPlus Trust Department’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

BankPlus Trust Department’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	$2.73M	Buy	58,109 +1,253	+2%	+$58.8K	0.64%	34
2026 Q1	$2.68M	Buy	56,856 +407	+0.7%	+$19.3K	0.72%	33
2025 Q4	$2.67M	Buy	56,449 +4,446	+9%	+$212K	0.7%	29
2025 Q3	$2.47M	Buy	52,003 +1,031	+2%	+$48.5K	0.66%	32
2025 Q2	$2.4M	Buy	50,972 +3,698	+8%	+$172K	0.71%	29
2025 Q1	$2.22M	Buy	47,274 +7,983	+20%	+$371K	0.74%	29
2024 Q4	$1.81M	Buy	+39,291	New	+$1.84M	0.59%	35

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

BankPlus Trust Department's JCPB Position: Q2 2026 in Review

BankPlus Trust Department increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 2.2% in Q2 2026, buying an estimated $58.8K and bringing the position to 58,109 shares worth $2.73M. The position accounts for 0.64% of the portfolio, ranked #34.

BankPlus Trust Department first reported a position in JCPB in Q4 2024 and has held it in 7 quarters since. 508 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

BankPlus Trust Department held 58,109 shares of JPMorgan Core Plus Bond ETF worth $2.73M as of Q2 2026.
BankPlus Trust Department bought 1,253 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $58.8K.
JPMorgan Core Plus Bond ETF made up 0.64% of BankPlus Trust Department's portfolio in Q2 2026, its #34 holding.
BankPlus Trust Department first reported a position in JPMorgan Core Plus Bond ETF in Q4 2024 and has held it in 7 quarters since.
508 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.