CP
JCPB icon

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

Capital Planning’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
Q1 		$4.37M Sell
92,923
-310
-0.3% -$14.7K 1.42% 25
2025
Q4 		$4.43M Buy
93,233
+896
+1% +$42.6K 1.24% 25
2025
Q3 		$4.39M Buy
92,337
+4,968
+6% +$234K 1.28% 24
2025
Q2 		$4.11M Sell
87,369
-34,077
-28% -$1.58M 1.29% 23
2025
Q1 		$5.71M Buy
121,446
+32,265
+36% +$1.5M 1.6% 21
2024
Q4 		$4.13M Sell
89,181
-23,416
-21% -$1.1M 1.08% 24
2024
Q3 		$5.43M Buy
112,597
+5,960
+6% +$283K 1.52% 22
2024
Q2 		$4.94M Buy
106,637
+2,718
+3% +$125K 1.48% 23
2024
Q1 		$4.85M Buy
103,919
+8,249
+9% +$384K 1.58% 20
2023
Q4 		$4.52M Buy
95,670
+15,997
+20% +$722K 1.61% 20
2023
Q3 		$3.56M Sell
79,673
-2,733
-3% -$125K 1.4% 26
2023
Q2 		$3.84M Sell
82,406
-2,199
-3% -$103K 1.5% 24
2023
Q1 		$4.01M Buy
84,605
+2,812
+3% +$132K 1.66% 22
2022
Q4 		$3.77M Sell
81,793
-14,569
-15% -$669K 1.68% 22
2022
Q3 		$4.42M Buy
96,362
+84,731
+728% +$4.06M 2.5% 14
2022
Q2 		$559K Sell
11,631
-101,065
-90% -$4.93M 0.3% 41
2022
Q1 		$5.75M Buy
112,696
+2,644
+2% +$138K 2.24% 20
2021
Q4 		$5.98M Buy
110,052
+1,784
+2% +$97K 2.21% 19
2021
Q3 		$5.9M Buy
108,268
+1,348
+1% +$74K 2.41% 18
2021
Q2 		$5.85M Buy
106,920
+10,289
+11% +$559K 2.49% 18
2021
Q1 		$5.21M Buy
96,631
+5,691
+6% +$312K 2.3% 18
2020
Q4 		$5.08M Buy
+90,940
New +$5.08M 2.38% 18

Other funds holding JCPB

HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Capital Planning's JCPB Position: Q1 2026 in Review

Capital Planning reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 0.33% in Q1 2026, selling an estimated $14.7K and leaving 92,923 shares worth $4.37M. The position accounts for 1.42% of the portfolio, ranked #25.

Capital Planning first reported a position in JCPB in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.98M in Q4 2021. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

  • Capital Planning held 92,923 shares of JPMorgan Core Plus Bond ETF worth $4.37M as of Q1 2026.
  • Capital Planning sold 310 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $14.7K.
  • JPMorgan Core Plus Bond ETF made up 1.42% of Capital Planning's portfolio in Q1 2026, its #25 holding.
  • Capital Planning first reported a position in JPMorgan Core Plus Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Capital Planning's JPMorgan Core Plus Bond ETF position peaked at $5.98M in Q4 2021.
  • 478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Capital Planning's 13F filing for Q1 2026, filed 30 Apr 2026.