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Capital Analysts LLC’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Capital Analysts LLC’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 		$78M Buy
1,661,909
+109,394
+7% +$5.13M 1.8% 8
2026
Q1 		$73.1M Buy
1,552,515
+106,460
+7% +$5.05M 1.92% 7
2025
Q4 		$68.5M Buy
1,446,055
+58,461
+4% +$2.78M 1.89% 6
2025
Q3 		$66M Buy
1,387,594
+137,592
+11% +$6.48M 1.93% 6
2025
Q2 		$58.8M Buy
1,250,002
+149,403
+14% +$6.94M 1.96% 8
2025
Q1 		$51.8M Buy
1,100,599
+481,451
+78% +$22.4M 1.93% 7
2024
Q4 		$28.5M Buy
619,148
+54,139
+10% +$2.54M 1.15% 18
2024
Q3 		$27.3M Buy
565,009
+26,361
+5% +$1.25M 1.11% 17
2024
Q2 		$25M Buy
538,648
+13,998
+3% +$644K 1.1% 16
2024
Q1 		$24.5M Buy
524,650
+15,337
+3% +$714K 1.14% 16
2023
Q4 		$24M Buy
509,313
+3,612
+0.7% +$163K 1.21% 14
2023
Q3 		$22.6M Buy
505,701
+324,921
+180% +$14.9M 1.26% 16
2023
Q2 		$8.42M Buy
180,780
+6,099
+3% +$287K 0.47% 40
2023
Q1 		$8.28M Sell
174,681
-10,625
-6% -$499K 0.47% 42
2022
Q4 		$8.51M Buy
185,306
+178,803
+2,750% +$8.21M 0.52% 33
2022
Q3 		$298K Buy
6,503
+516
+9% +$24.8K 0.02% 316
2022
Q2 		$288K Buy
5,987
+16
+0.3% +$781 0.02% 306
2022
Q1 		$305K Buy
5,971
+654
+12% +$34.3K 0.02% 304
2021
Q4 		$289K Sell
5,317
-109
-2% -$5.93K 0.02% 310
2021
Q3 		$296K Sell
5,426
-240
-4% -$13.2K 0.02% 301
2021
Q2 		$310K Buy
5,666
+1,937
+52% +$105K 0.02% 293
2021
Q1 		$201K Buy
3,729
+2,389
+178% +$131K 0.01% 337
2020
Q4 		$75K Buy
1,340
+438
+49% +$24.4K 0.01% 362
2020
Q3 		$50K Buy
902
+93
+11% +$5.2K ﹤0.01% 404
2020
Q2 		$45K Buy
809
+4
+0.5% +$219 ﹤0.01% 385
2020
Q1 		$44K Buy
+805
New +$43.1K 0.01% 356

Other funds holding JCPB

Betterment LLC
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Bank of America
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

Capital Analysts LLC's JCPB Position: Q2 2026 in Review

Capital Analysts LLC increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 7% in Q2 2026, buying an estimated $5.13M and bringing the position to 1,661,909 shares worth $78M. The position accounts for 1.8% of the portfolio, ranked #8.

Capital Analysts LLC first reported a position in JCPB in Q1 2020 and has held it in 26 quarters since. 504 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Capital Analysts LLC held 1,661,909 shares of JPMorgan Core Plus Bond ETF worth $78M as of Q2 2026.
  • Capital Analysts LLC bought 109,394 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $5.13M.
  • JPMorgan Core Plus Bond ETF made up 1.8% of Capital Analysts LLC's portfolio in Q2 2026, its #8 holding.
  • Capital Analysts LLC first reported a position in JPMorgan Core Plus Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • 504 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.