Blue Trust Inc’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Blue Trust 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	$424	Buy	+9	New	+$422	﹤0.01%	2365
2025 Q1	–	Sell	-404	Closed	-$18.6K	–	2522
2024 Q4	$18.6K	Buy	404 +10	+3%	+$469	﹤0.01%	1616
2024 Q3	$18.2K	Buy	394 +5	+1%	+$238	﹤0.01%	1979
2024 Q2	$18.1K	Hold	389	–	–	﹤0.01%	1702
2024 Q1	$18.1K	Buy	+389	New	+$18.1K	﹤0.01%	1265

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

Blue Trust Inc's JCPB Position: Q2 2026 in Review

Blue Trust Inc opened a new position in JPMorgan Core Plus Bond ETF (JCPB) in Q2 2026: 9 shares worth $424. The stake represents ﹤0.01% of the portfolio and ranks #2365 among its holdings. This is a return to the name: Blue Trust Inc previously reported a position in JCPB as recently as Q4 2024.

Blue Trust Inc first reported a position in JCPB in Q1 2024 and has held it in 5 quarters since. The position peaked at $18.6K in Q4 2024. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Blue Trust Inc held 9 shares of JPMorgan Core Plus Bond ETF worth $424 as of Q2 2026.
JPMorgan Core Plus Bond ETF was a new Blue Trust Inc position in Q2 2026.
JPMorgan Core Plus Bond ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #2365 holding.
Blue Trust Inc first reported a position in JPMorgan Core Plus Bond ETF in Q1 2024 and has held it in 5 quarters since.
Blue Trust Inc's JPMorgan Core Plus Bond ETF position peaked at $18.6K in Q4 2024.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.