Brinker Capital Investments’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Brinker Capital Investments’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	$267K	Sell	5,689 -7,164	-56%	-$336K	﹤0.01%	1683
2026 Q1	$605K	Sell	12,853 -13,891	-52%	-$659K	0.01%	1370
2025 Q4	$1.27M	Buy	26,744 +4,255	+19%	+$202K	0.01%	1107
2025 Q3	$1.07M	Sell	22,489 -51,678	-70%	-$2.43M	0.01%	1191
2025 Q2	$3.49M	Buy	74,167 +44,060	+146%	+$2.05M	0.03%	526
2025 Q1	$1.42M	Sell	30,107 -5,741	-16%	-$267K	0.01%	894
2024 Q4	$1.65M	Buy	35,848 +7,327	+26%	+$343K	0.02%	789
2024 Q3	$1.38M	Buy	+28,521	New	+$1.35M	0.01%	878

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

Brinker Capital Investments's JCPB Position: Q2 2026 in Review

Brinker Capital Investments reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 56% in Q2 2026, selling an estimated $336K and leaving 5,689 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #1683.

Brinker Capital Investments first reported a position in JCPB in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.49M in Q2 2025. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Brinker Capital Investments held 5,689 shares of JPMorgan Core Plus Bond ETF worth $267K as of Q2 2026.
Brinker Capital Investments sold 7,164 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $336K.
JPMorgan Core Plus Bond ETF made up ﹤0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1683 holding.
Brinker Capital Investments first reported a position in JPMorgan Core Plus Bond ETF in Q3 2024 and has held it in 8 quarters since.
Brinker Capital Investments's JPMorgan Core Plus Bond ETF position peaked at $3.49M in Q2 2025.
503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.