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

Coldstream Capital Management’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	$3.16M	Buy	67,341 +22,162	+49%	+$1.04M	0.04%	208
2026 Q1	$2.13M	Buy	45,179 +26,405	+141%	+$1.25M	0.03%	286
2025 Q4	$889K	Buy	18,774 +4,011	+27%	+$191K	0.01%	489
2025 Q3	$702K	Buy	14,763 +5,330	+57%	+$251K	0.01%	589
2025 Q2	$444K	Buy	9,433 +1,867	+25%	+$86.7K	0.01%	712
2025 Q1	$356K	Buy	+7,566	New	+$352K	0.01%	753

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

Coldstream Capital Management's JCPB Position: Q2 2026 in Review

Coldstream Capital Management increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 49% in Q2 2026, buying an estimated $1.04M and bringing the position to 67,341 shares worth $3.16M. The position accounts for 0.04% of the portfolio, ranked #208.

Coldstream Capital Management first reported a position in JCPB in Q1 2025 and has held it in 6 quarters since. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Coldstream Capital Management held 67,341 shares of JPMorgan Core Plus Bond ETF worth $3.16M as of Q2 2026.
Coldstream Capital Management bought 22,162 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $1.04M.
JPMorgan Core Plus Bond ETF made up 0.04% of Coldstream Capital Management's portfolio in Q2 2026, its #208 holding.
Coldstream Capital Management first reported a position in JPMorgan Core Plus Bond ETF in Q1 2025 and has held it in 6 quarters since.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.