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
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 $15.5B AUM 18.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Betterment LLC's JCPB Position: Q1 2026 in Review

Betterment LLC increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 5,692% in Q1 2026, buying an estimated $291M and bringing the position to 6,234,652 shares worth $294M. The position accounts for 0.56% of the portfolio, ranked #30.

Betterment LLC first reported a position in JCPB in Q1 2024 and has held it in 9 quarters since. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

  • Betterment LLC held 6,234,652 shares of JPMorgan Core Plus Bond ETF worth $294M as of Q1 2026.
  • Betterment LLC bought 6,127,011 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $291M.
  • JPMorgan Core Plus Bond ETF made up 0.56% of Betterment LLC's portfolio in Q1 2026, its #30 holding.
  • Betterment LLC first reported a position in JPMorgan Core Plus Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • 478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.