CSP
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Cary Street Partners’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Cary Street Partners’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 		$12.8K Sell
272
-5,179
-95% -$243K ﹤0.01% 1069
2026
Q1 		$257K Buy
5,451
+4,121
+310% +$196K 0.01% 760
2025
Q4 		$63K Buy
1,330
+1,273
+2,233% +$60.6K ﹤0.01% 924
2025
Q3 		$2.71K Buy
+57
New +$2.68K ﹤0.01% 918

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

Cary Street Partners's JCPB Position: Q2 2026 in Review

Cary Street Partners reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 95% in Q2 2026, selling an estimated $243K and leaving 272 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1069.

Cary Street Partners first reported a position in JCPB in Q3 2025 and has held it in 4 quarters since. The position peaked at $257K in Q1 2026. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Cary Street Partners held 272 shares of JPMorgan Core Plus Bond ETF worth $12.8K as of Q2 2026.
  • Cary Street Partners sold 5,179 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $243K.
  • JPMorgan Core Plus Bond ETF made up ﹤0.01% of Cary Street Partners's portfolio in Q2 2026, its #1069 holding.
  • Cary Street Partners first reported a position in JPMorgan Core Plus Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Cary Street Partners's JPMorgan Core Plus Bond ETF position peaked at $257K in Q1 2026.
  • 505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.