Cerity Partners’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Cerity 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	$29.1M	Sell	620,739 -16,956	-3%	-$795K	0.04%	371
2026 Q1	$30M	Sell	637,695 -230,320	-27%	-$10.9M	0.04%	341
2025 Q4	$41.1M	Buy	868,015 +117,888	+16%	+$5.61M	0.06%	264
2025 Q3	$35.7M	Buy	750,127 +41,080	+6%	+$1.93M	0.06%	258
2025 Q2	$33.4M	Buy	709,047 +283,151	+66%	+$13.2M	0.06%	258
2025 Q1	$20M	Buy	425,896 +38,987	+10%	+$1.81M	0.04%	332
2024 Q4	$17.9M	Buy	+386,909	New	+$18.1M	0.04%	336

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

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cerity Partners's JCPB Position: Q2 2026 in Review

Cerity Partners reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 2.7% in Q2 2026, selling an estimated $795K and leaving 620,739 shares worth $29.1M. The position accounts for 0.04% of the portfolio, ranked #371.

Cerity Partners first reported a position in JCPB in Q4 2024 and has held it in 7 quarters since. The position peaked at $41.1M in Q4 2025. 480 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Cerity Partners held 620,739 shares of JPMorgan Core Plus Bond ETF worth $29.1M as of Q2 2026.
Cerity Partners sold 16,956 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $795K.
JPMorgan Core Plus Bond ETF made up 0.04% of Cerity Partners's portfolio in Q2 2026, its #371 holding.
Cerity Partners first reported a position in JPMorgan Core Plus Bond ETF in Q4 2024 and has held it in 7 quarters since.
Cerity Partners's JPMorgan Core Plus Bond ETF position peaked at $41.1M in Q4 2025.
480 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.