Brand Asset Management Group’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Brand Asset Management Group’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	$834K	Buy	17,762 +7,843	+79%	+$368K	0.18%	84
2026 Q1	$467K	Buy	9,919 +2,522	+34%	+$120K	0.12%	106
2025 Q4	$350K	Buy	+7,397	New	+$352K	0.1%	112
2022 Q2	–	Sell	-5,766	Closed	-$294K	–	79
2022 Q1	$294K	Buy	+5,766	New	+$302K	0.13%	67

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

Brand Asset Management Group's JCPB Position: Q2 2026 in Review

Brand Asset Management Group increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 79% in Q2 2026, buying an estimated $368K and bringing the position to 17,762 shares worth $834K. The position accounts for 0.18% of the portfolio, ranked #84.

Brand Asset Management Group first reported a position in JCPB in Q1 2022 and has held it in 4 quarters since. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Brand Asset Management Group held 17,762 shares of JPMorgan Core Plus Bond ETF worth $834K as of Q2 2026.
Brand Asset Management Group bought 7,843 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $368K.
JPMorgan Core Plus Bond ETF made up 0.18% of Brand Asset Management Group's portfolio in Q2 2026, its #84 holding.
Brand Asset Management Group first reported a position in JPMorgan Core Plus Bond ETF in Q1 2022 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 Brand Asset Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.