Betterment LLC
JCPB icon

Betterment LLC’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Betterment LLC’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 		$1.33B Buy
28,416,622
+22,181,970
+356% +$1.04B 2.26% 8
2026
Q1 		$294M Buy
6,234,652
+6,127,011
+5,692% +$291M 0.56% 30
2025
Q4 		$5.1M Buy
107,641
+10,206
+10% +$486K 0.01% 160
2025
Q3 		$4.63M Buy
97,435
+12,916
+15% +$608K 0.01% 165
2025
Q2 		$3.98M Buy
84,519
+23,086
+38% +$1.07M 0.01% 168
2025
Q1 		$2.89M Buy
61,433
+32,228
+110% +$1.5M 0.01% 180
2024
Q4 		$1.34M Buy
29,205
+2,894
+11% +$136K ﹤0.01% 232
2024
Q3 		$1.27M Buy
26,311
+2,409
+10% +$114K ﹤0.01% 214
2024
Q2 		$1.11M Buy
23,902
+7,268
+44% +$334K ﹤0.01% 209
2024
Q1 		$776K Buy
+16,634
New +$774K ﹤0.01% 225

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 $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Bank of America
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Betterment LLC's JCPB Position: Q2 2026 in Review

Betterment LLC increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 356% in Q2 2026, buying an estimated $1.04B and bringing the position to 28,416,622 shares worth $1.33B. The position accounts for 2.26% of the portfolio, ranked #8.

Betterment LLC first reported a position in JCPB in Q1 2024 and has held it in 10 quarters since. 504 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Betterment LLC held 28,416,622 shares of JPMorgan Core Plus Bond ETF worth $1.33B as of Q2 2026.
  • Betterment LLC bought 22,181,970 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $1.04B.
  • JPMorgan Core Plus Bond ETF made up 2.26% of Betterment LLC's portfolio in Q2 2026, its #8 holding.
  • Betterment LLC first reported a position in JPMorgan Core Plus Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 504 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.