Chapin Davis’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Chapin Davis’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	$639K	Hold	13,623	–	–	0.11%	127
2026 Q1	$641K	Hold	13,623	–	–	0.14%	134
2025 Q4	$645K	Buy	13,623 +223	+2%	+$10.6K	0.15%	124
2025 Q3	$637K	Hold	13,400	–	–	0.16%	123
2025 Q2	$631K	Hold	13,400	–	–	0.17%	119
2025 Q1	$630K	Buy	+13,400	New	+$623K	0.21%	102

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

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

Chapin Davis's JCPB Position: Q2 2026 in Review

Chapin Davis held its JPMorgan Core Plus Bond ETF (JCPB) position steady in Q2 2026 at 13,623 shares worth $639K. The position accounts for 0.11% of the portfolio, ranked #127.

Chapin Davis first reported a position in JCPB in Q1 2025 and has held it in 6 quarters since. The position peaked at $645K in Q4 2025. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Chapin Davis held 13,623 shares of JPMorgan Core Plus Bond ETF worth $639K as of Q2 2026.
Chapin Davis left its JPMorgan Core Plus Bond ETF share count unchanged in Q2 2026.
JPMorgan Core Plus Bond ETF made up 0.11% of Chapin Davis's portfolio in Q2 2026, its #127 holding.
Chapin Davis first reported a position in JPMorgan Core Plus Bond ETF in Q1 2025 and has held it in 6 quarters since.
Chapin Davis's JPMorgan Core Plus Bond ETF position peaked at $645K in Q4 2025.
503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Chapin Davis's 13F filing for Q2 2026, filed 7 Jul 2026.