Blume Capital Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Blume Capital 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	$13.5M	Buy	286,555 +1,434	+0.5%	+$67.3K	1.97%	15
2026 Q1	$13.4M	Buy	285,121 +66,545	+30%	+$3.16M	2.28%	12
2025 Q4	$10.3M	Buy	218,576 +167,526	+328%	+$7.97M	1.88%	23
2025 Q3	$2.43M	Buy	+51,050	New	+$2.4M	0.46%	50

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

Blume Capital Management's JCPB Position: Q2 2026 in Review

Blume Capital Management increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 0.5% in Q2 2026, buying an estimated $67.3K and bringing the position to 286,555 shares worth $13.5M. The position accounts for 1.97% of the portfolio, ranked #15.

Blume Capital Management first reported a position in JCPB in Q3 2025 and has held it in 4 quarters since. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Blume Capital Management held 286,555 shares of JPMorgan Core Plus Bond ETF worth $13.5M as of Q2 2026.
Blume Capital Management bought 1,434 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $67.3K.
JPMorgan Core Plus Bond ETF made up 1.97% of Blume Capital Management's portfolio in Q2 2026, its #15 holding.
Blume Capital Management first reported a position in JPMorgan Core Plus Bond ETF in Q3 2025 and has held it in 4 quarters since.
503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Blume Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.