Blue Water Asset Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Blue Water Asset Management’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	$21.8M	Buy	465,341 +12,306	+3%	+$577K	7.05%	3
2026 Q1	$21.3M	Buy	453,035 +26,144	+6%	+$1.24M	7.37%	2
2025 Q4	$20.2M	Buy	+426,891	New	+$20.3M	7.27%	2

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 Water Asset Management's JCPB Position: Q2 2026 in Review

Blue Water Asset Management increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 2.7% in Q2 2026, buying an estimated $577K and bringing the position to 465,341 shares worth $21.8M. The position accounts for 7.05% of the portfolio, ranked #3.

Blue Water Asset Management first reported a position in JCPB in Q4 2025 and has held it in 3 quarters since. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Blue Water Asset Management held 465,341 shares of JPMorgan Core Plus Bond ETF worth $21.8M as of Q2 2026.
Blue Water Asset Management bought 12,306 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $577K.
JPMorgan Core Plus Bond ETF made up 7.05% of Blue Water Asset Management's portfolio in Q2 2026, its #3 holding.
Blue Water Asset Management first reported a position in JPMorgan Core Plus Bond ETF in Q4 2025 and has held it in 3 quarters since.
503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Blue Water Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.