Corient Private Wealth’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Corient Private Wealth’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	$63.1M	Buy	1,344,031 +311,855	+30%	+$14.6M	0.09%	204
2026 Q1	$48.6M	Buy	1,032,176 +317,484	+44%	+$15.1M	0.07%	242
2025 Q4	$33.8M	Buy	714,692 +338,627	+90%	+$16.1M	0.05%	306
2025 Q3	$17.9M	Buy	376,065 +58,008	+18%	+$2.73M	0.03%	410
2025 Q2	$15M	Buy	318,057 +57,679	+22%	+$2.68M	0.02%	437
2025 Q1	$12.2M	Buy	260,378 +92,930	+55%	+$4.32M	0.02%	476
2024 Q4	$7.71M	Sell	167,448 -1,219,686	-88%	-$57.2M	0.01%	576
2024 Q3	$66.9M	Buy	1,387,134 +357,076	+35%	+$17M	0.1%	193
2024 Q2	$47.9M	Buy	1,030,058 +182,434	+22%	+$8.39M	0.08%	228
2024 Q1	$39.5M	Buy	847,624 +464,724	+121%	+$21.6M	0.07%	268
2023 Q4	$18M	Buy	382,900 +375,073	+4,792%	+$16.9M	0.03%	409
2023 Q3	$350K	Buy	+7,827	New	+$358K	﹤0.01%	1677

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

Corient Private Wealth's JCPB Position: Q2 2026 in Review

Corient Private Wealth increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 30% in Q2 2026, buying an estimated $14.6M and bringing the position to 1,344,031 shares worth $63.1M. The position accounts for 0.09% of the portfolio, ranked #204.

Corient Private Wealth first reported a position in JCPB in Q3 2023 and has held it in 12 quarters since. The position peaked at $66.9M in Q3 2024. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Corient Private Wealth held 1,344,031 shares of JPMorgan Core Plus Bond ETF worth $63.1M as of Q2 2026.
Corient Private Wealth bought 311,855 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $14.6M.
JPMorgan Core Plus Bond ETF made up 0.09% of Corient Private Wealth's portfolio in Q2 2026, its #204 holding.
Corient Private Wealth first reported a position in JPMorgan Core Plus Bond ETF in Q3 2023 and has held it in 12 quarters since.
Corient Private Wealth's JPMorgan Core Plus Bond ETF position peaked at $66.9M in Q3 2024.
503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.