Benjamin Edwards Inc’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Benjamin Edwards Inc’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	$2.41M	Buy	51,408 +2,044	+4%	+$95.9K	0.02%	520
2026 Q1	$2.32M	Buy	49,364 +367	+0.7%	+$17.4K	0.02%	499
2025 Q4	$2.32M	Buy	48,997 +1,497	+3%	+$71.2K	0.03%	465
2025 Q3	$2.26M	Buy	47,500 +1,225	+3%	+$57.7K	0.03%	466
2025 Q2	$2.18M	Sell	46,275 -4,323	-9%	-$201K	0.03%	441
2025 Q1	$2.38M	Buy	50,598 +366	+0.7%	+$17K	0.03%	381
2024 Q4	$2.31M	Buy	50,232 +5,905	+13%	+$277K	0.03%	412
2024 Q3	$2.14M	Buy	+44,327	New	+$2.11M	0.03%	421

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

Benjamin Edwards Inc's JCPB Position: Q2 2026 in Review

Benjamin Edwards Inc increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 4.1% in Q2 2026, buying an estimated $95.9K and bringing the position to 51,408 shares worth $2.41M. The position accounts for 0.02% of the portfolio, ranked #520.

Benjamin Edwards Inc first reported a position in JCPB in Q3 2024 and has held it in 8 quarters since. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Benjamin Edwards Inc held 51,408 shares of JPMorgan Core Plus Bond ETF worth $2.41M as of Q2 2026.
Benjamin Edwards Inc bought 2,044 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $95.9K.
JPMorgan Core Plus Bond ETF made up 0.02% of Benjamin Edwards Inc's portfolio in Q2 2026, its #520 holding.
Benjamin Edwards Inc first reported a position in JPMorgan Core Plus Bond ETF in Q3 2024 and has held it in 8 quarters since.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.