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Dorsey & Whitney Trust’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Dorsey & Whitney Trust’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
Q1 		$2.19M Hold
46,589
– – 0.12% 166
2025
Q4 		$2.21M Hold
46,589
– – 0.12% 157
2025
Q3 		$2.22M Buy
+46,589
New +$2.19M 0.12% 159

Other funds holding JCPB

HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Dorsey & Whitney Trust's JCPB Position: Q1 2026 in Review

Dorsey & Whitney Trust held its JPMorgan Core Plus Bond ETF (JCPB) position steady in Q1 2026 at 46,589 shares worth $2.19M. The position accounts for 0.12% of the portfolio, ranked #166.

Dorsey & Whitney Trust first reported a position in JCPB in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.22M in Q3 2025. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

  • Dorsey & Whitney Trust held 46,589 shares of JPMorgan Core Plus Bond ETF worth $2.19M as of Q1 2026.
  • Dorsey & Whitney Trust left its JPMorgan Core Plus Bond ETF share count unchanged in Q1 2026.
  • JPMorgan Core Plus Bond ETF made up 0.12% of Dorsey & Whitney Trust's portfolio in Q1 2026, its #166 holding.
  • Dorsey & Whitney Trust first reported a position in JPMorgan Core Plus Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Dorsey & Whitney Trust's JPMorgan Core Plus Bond ETF position peaked at $2.22M in Q3 2025.
  • 478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2026, filed 14 May 2026.