Belpointe Asset Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Belpointe Asset Management’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	$1.58M	Buy	33,601 +2,268	+7%	+$106K	0.05%	342
2026 Q1	$1.48M	Sell	31,333 -641	-2%	-$30.4K	0.05%	316
2025 Q4	$1.51M	Sell	31,974 -6,969	-18%	-$332K	0.05%	293
2025 Q3	$1.85M	Buy	38,943 +273	+0.7%	+$12.8K	0.07%	235
2025 Q2	$1.82M	Buy	38,670 +1,315	+4%	+$61.1K	0.08%	218
2025 Q1	$1.76M	Sell	37,355 -2,037	-5%	-$94.7K	0.09%	206
2024 Q4	$1.81M	Buy	39,392 +117	+0.3%	+$5.49K	0.11%	186
2024 Q3	$1.89M	Buy	39,275 +920	+2%	+$43.7K	0.11%	183
2024 Q2	$1.78M	Buy	38,355 +1,484	+4%	+$68.2K	0.12%	158
2024 Q1	$1.72M	Sell	36,871 -15,360	-29%	-$715K	0.13%	150
2023 Q4	$2.46M	Buy	+52,231	New	+$2.36M	0.22%	86

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

Belpointe Asset Management's JCPB Position: Q2 2026 in Review

Belpointe Asset Management increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 7.2% in Q2 2026, buying an estimated $106K and bringing the position to 33,601 shares worth $1.58M. The position accounts for 0.05% of the portfolio, ranked #342.

Belpointe Asset Management first reported a position in JCPB in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.46M in Q4 2023. 506 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Belpointe Asset Management held 33,601 shares of JPMorgan Core Plus Bond ETF worth $1.58M as of Q2 2026.
Belpointe Asset Management bought 2,268 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $106K.
JPMorgan Core Plus Bond ETF made up 0.05% of Belpointe Asset Management's portfolio in Q2 2026, its #342 holding.
Belpointe Asset Management first reported a position in JPMorgan Core Plus Bond ETF in Q4 2023 and has held it in 11 quarters since.
Belpointe Asset Management's JPMorgan Core Plus Bond ETF position peaked at $2.46M in Q4 2023.
506 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.