CC
JCPB icon

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

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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. 238 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.
  • 238 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.