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 Q2	$3.24M	Buy	69,053 +22,464	+48%	+$1.05M	0.16%	132
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

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

Dorsey & Whitney Trust's JCPB Position: Q2 2026 in Review

Dorsey & Whitney Trust increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 48% in Q2 2026, buying an estimated $1.05M and bringing the position to 69,053 shares worth $3.24M. The position accounts for 0.16% of the portfolio, ranked #132.

Dorsey & Whitney Trust first reported a position in JCPB in Q3 2025 and has held it in 4 quarters since. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Dorsey & Whitney Trust held 69,053 shares of JPMorgan Core Plus Bond ETF worth $3.24M as of Q2 2026.
Dorsey & Whitney Trust bought 22,464 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $1.05M.
JPMorgan Core Plus Bond ETF made up 0.16% of Dorsey & Whitney Trust's portfolio in Q2 2026, its #132 holding.
Dorsey & Whitney Trust first reported a position in JPMorgan Core Plus Bond ETF in Q3 2025 and has held it in 4 quarters since.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q2 2026, filed 14 Aug 2026.