CX Institutional’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

CX Institutional’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	$113K	Buy	2,398 +28	+1%	+$1.31K	﹤0.01%	841
2026 Q1	$112K	Buy	2,370 +29	+1%	+$1.38K	﹤0.01%	832
2025 Q4	$111K	Buy	2,341 +28	+1%	+$1.33K	﹤0.01%	832
2025 Q3	$110K	Hold	2,313	–	–	﹤0.01%	809
2025 Q2	$109K	Hold	2,313	–	–	﹤0.01%	751
2025 Q1	$109K	Buy	+2,313	New	+$108K	﹤0.01%	735

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

CX Institutional's JCPB Position: Q2 2026 in Review

CX Institutional increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 1.2% in Q2 2026, buying an estimated $1.31K and bringing the position to 2,398 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #841.

CX Institutional 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.

CX Institutional held 2,398 shares of JPMorgan Core Plus Bond ETF worth $113K as of Q2 2026.
CX Institutional bought 28 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $1.31K.
JPMorgan Core Plus Bond ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #841 holding.
CX Institutional 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 CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.