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

Courier Capital’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	$6.18M	Buy	131,655 +20,602	+19%	+$966K	0.31%	84
2026 Q1	$5.23M	Buy	111,053 +11,587	+12%	+$550K	0.29%	85
2025 Q4	$4.71M	Buy	99,466 +6,385	+7%	+$304K	0.26%	94
2025 Q3	$4.43M	Buy	93,081 +5,855	+7%	+$276K	0.25%	96
2025 Q2	$4.1M	Buy	87,226 +9,299	+12%	+$432K	0.25%	99
2025 Q1	$3.67M	Buy	77,927 +19,841	+34%	+$923K	0.24%	104
2024 Q4	$2.68M	Buy	58,086 +10,810	+23%	+$507K	0.18%	111
2024 Q3	$2.28M	Buy	47,276 +41,059	+660%	+$1.95M	0.16%	129
2024 Q2	$288K	Buy	+6,217	New	+$286K	0.02%	285

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

Courier Capital's JCPB Position: Q2 2026 in Review

Courier Capital increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 19% in Q2 2026, buying an estimated $966K and bringing the position to 131,655 shares worth $6.18M. The position accounts for 0.31% of the portfolio, ranked #84.

Courier Capital first reported a position in JCPB in Q2 2024 and has held it in 9 quarters since. 508 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Courier Capital held 131,655 shares of JPMorgan Core Plus Bond ETF worth $6.18M as of Q2 2026.
Courier Capital bought 20,602 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $966K.
JPMorgan Core Plus Bond ETF made up 0.31% of Courier Capital's portfolio in Q2 2026, its #84 holding.
Courier Capital first reported a position in JPMorgan Core Plus Bond ETF in Q2 2024 and has held it in 9 quarters since.
508 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Courier Capital's 13F filing for Q2 2026, filed 16 Jul 2026.