CAPTRUST Financial Advisors
JCPB icon

CAPTRUST Financial Advisors’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

CAPTRUST Financial Advisors’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 		$73.6M Buy
1,568,916
+78,632
+5% +$3.69M 0.11% 158
2026
Q1 		$70.2M Buy
1,490,284
+153,288
+11% +$7.27M 0.12% 144
2025
Q4 		$63.3M Buy
1,336,996
+24,003
+2% +$1.14M 0.12% 152
2025
Q3 		$62.4M Buy
1,312,993
+67,551
+5% +$3.18M 0.13% 146
2025
Q2 		$58.6M Buy
1,245,442
+81,168
+7% +$3.77M 0.13% 145
2025
Q1 		$54.8M Buy
1,164,274
+88,398
+8% +$4.11M 0.14% 142
2024
Q4 		$49.6M Sell
1,075,876
-8,147
-0.8% -$382K 0.14% 134
2024
Q3 		$52.3M Buy
1,084,023
+24,267
+2% +$1.15M 0.16% 128
2024
Q2 		$49.1M Buy
1,059,756
+34,008
+3% +$1.56M 0.16% 124
2024
Q1 		$47.8M Buy
1,025,748
+1,643
+0.2% +$76.4K 0.18% 122
2023
Q4 		$48.2M Sell
1,024,105
-31,326
-3% -$1.41M 0.17% 122
2023
Q3 		$47.1M Buy
1,055,431
+470,986
+81% +$21.6M 0.18% 115
2023
Q2 		$27.2M Buy
+584,445
New +$27.5M 0.11% 158
2022
Q4 		– Sell
-10,790
Closed -$495K – 2125
2022
Q3 		$495K Buy
10,790
+7,676
+246% +$368K ﹤0.01% 1254
2022
Q2 		$150K Sell
3,114
-1,358
-30% -$66.3K ﹤0.01% 1906
2022
Q1 		$228K Buy
+4,472
New +$234K ﹤0.01% 1627

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

CAPTRUST Financial Advisors's JCPB Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 5.3% in Q2 2026, buying an estimated $3.69M and bringing the position to 1,568,916 shares worth $73.6M. The position accounts for 0.11% of the portfolio, ranked #158.

CAPTRUST Financial Advisors first reported a position in JCPB in Q1 2022 and has held it in 16 quarters since. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • CAPTRUST Financial Advisors held 1,568,916 shares of JPMorgan Core Plus Bond ETF worth $73.6M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 78,632 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $3.69M.
  • JPMorgan Core Plus Bond ETF made up 0.11% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #158 holding.
  • CAPTRUST Financial Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q1 2022 and has held it in 16 quarters since.
  • 503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.