DBRC
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D.B. Root & Company’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

D.B. Root & Company’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 		$76.9M Buy
1,637,457
+96,929
+6% +$4.55M 16.33% 1
2026
Q1 		$72.5M Buy
1,540,528
+30,436
+2% +$1.44M 17.33% 1
2025
Q4 		$71.5M Buy
1,510,092
+119,753
+9% +$5.7M 17.44% 1
2025
Q3 		$66.1M Buy
1,390,339
+124,872
+10% +$5.88M 16.78% 1
2025
Q2 		$59.6M Buy
1,265,467
+34,465
+3% +$1.6M 17.58% 1
2025
Q1 		$57.9M Buy
1,231,002
+51,533
+4% +$2.4M 18.7% 1
2024
Q4 		$54.3M Buy
1,179,469
+66,424
+6% +$3.11M 17.28% 1
2024
Q3 		$53.7M Buy
1,113,045
+65,281
+6% +$3.1M 17.7% 1
2024
Q2 		$48.5M Buy
1,047,764
+72,953
+7% +$3.35M 16.56% 1
2024
Q1 		$45.5M Buy
974,811
+154,514
+19% +$7.19M 15.37% 1
2023
Q4 		$38.6M Buy
820,297
+13,738
+2% +$620K 14% 1
2023
Q3 		$36M Buy
806,559
+50,550
+7% +$2.31M 14.04% 1
2023
Q2 		$35.2M Buy
756,009
+43,478
+6% +$2.04M 13.32% 1
2023
Q1 		$33.8M Buy
712,531
+69,695
+11% +$3.27M 13.29% 1
2022
Q4 		$29.5M Buy
642,836
+60,281
+10% +$2.77M 12.47% 1
2022
Q3 		$26.7M Buy
582,555
+77,143
+15% +$3.7M 12.17% 1
2022
Q2 		$24.3M Buy
505,412
+60,480
+14% +$2.95M 10.41% 1
2022
Q1 		$22.7M Buy
444,932
+126,646
+40% +$6.63M 8.46% 1
2021
Q4 		$17.3M Buy
+318,286
New +$17.3M 6.23% 2

Other funds holding JCPB

Betterment LLC
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Bank of America
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

D.B. Root & Company's JCPB Position: Q2 2026 in Review

D.B. Root & Company increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 6.3% in Q2 2026, buying an estimated $4.55M and bringing the position to 1,637,457 shares worth $76.9M. The position accounts for 16.33% of the portfolio, ranked #1.

D.B. Root & Company first reported a position in JCPB in Q4 2021 and has held it in 19 quarters since. 504 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • D.B. Root & Company held 1,637,457 shares of JPMorgan Core Plus Bond ETF worth $76.9M as of Q2 2026.
  • D.B. Root & Company bought 96,929 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $4.55M.
  • JPMorgan Core Plus Bond ETF made up 16.33% of D.B. Root & Company's portfolio in Q2 2026, its #1 holding.
  • D.B. Root & Company first reported a position in JPMorgan Core Plus Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 504 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on D.B. Root & Company's 13F filing for Q2 2026, filed 13 Aug 2026.