Blue Trust Inc
JCPB icon

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
Q3 		$1.21K Buy
27
+18
+200% +$829 ﹤0.01% 2143
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

HB Wealth Management
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Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Confluence Wealth Services
Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
Moss Adams Wealth Advisors
Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

Blue Trust Inc's JCPB Position: Q3 2026 in Review

Blue Trust Inc increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 200% in Q3 2026, buying an estimated $829 and bringing the position to 27 shares worth $1.21K. The position accounts for ﹤0.01% of the portfolio, ranked #2143.

Blue Trust Inc first reported a position in JCPB in Q1 2024 and has held it in 6 quarters since. The position peaked at $18.6K in Q4 2024. 325 funds tracked by Wall St. Rank hold JCPB as of Q3 2026.

  • Blue Trust Inc held 27 shares of JPMorgan Core Plus Bond ETF worth $1.21K as of Q3 2026.
  • Blue Trust Inc bought 18 JPMorgan Core Plus Bond ETF shares in Q3 2026, an estimated $829.
  • JPMorgan Core Plus Bond ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #2143 holding.
  • Blue Trust Inc first reported a position in JPMorgan Core Plus Bond ETF in Q1 2024 and has held it in 6 quarters since.
  • Blue Trust Inc's JPMorgan Core Plus Bond ETF position peaked at $18.6K in Q4 2024.
  • 325 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.