BridgePort Financial Solutions’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

BridgePort Financial Solutions’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	$11.4M	Sell	243,056 -101,823	-30%	-$4.78M	2.9%	5
2026 Q1	$16.2M	Buy	344,879 +34,084	+11%	+$1.62M	4.6%	3
2025 Q4	$14.7M	Buy	310,795 +5,247	+2%	+$250K	3.95%	3
2025 Q3	$14.5M	Buy	305,548 +34,382	+13%	+$1.62M	3.9%	3
2025 Q2	$12.8M	Buy	271,166 +222,846	+461%	+$10.4M	4.24%	2
2025 Q1	$2.27M	Buy	48,320 +18,588	+63%	+$864K	1.03%	24
2024 Q4	$1.4M	Buy	+29,732	New	+$1.39M	0.63%	38

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

BridgePort Financial Solutions's JCPB Position: Q2 2026 in Review

BridgePort Financial Solutions reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 30% in Q2 2026, selling an estimated $4.78M and leaving 243,056 shares worth $11.4M. The position accounts for 2.9% of the portfolio, ranked #5.

BridgePort Financial Solutions first reported a position in JCPB in Q4 2024 and has held it in 7 quarters since. The position peaked at $16.2M in Q1 2026. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

BridgePort Financial Solutions held 243,056 shares of JPMorgan Core Plus Bond ETF worth $11.4M as of Q2 2026.
BridgePort Financial Solutions sold 101,823 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $4.78M.
JPMorgan Core Plus Bond ETF made up 2.9% of BridgePort Financial Solutions's portfolio in Q2 2026, its #5 holding.
BridgePort Financial Solutions first reported a position in JPMorgan Core Plus Bond ETF in Q4 2024 and has held it in 7 quarters since.
BridgePort Financial Solutions's JPMorgan Core Plus Bond ETF position peaked at $16.2M in Q1 2026.
503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on BridgePort Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.