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Ellis Investment Partners’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Ellis Investment Partners’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 		$2.54M Buy
54,166
+8,485
+19% +$398K 0.39% 53
2026
Q1 		$2.15M Buy
45,681
+17,429
+62% +$827K 0.37% 58
2025
Q4 		$1.34M Buy
28,252
+5,392
+24% +$257K 0.23% 88
2025
Q3 		$1.09M Buy
22,860
+8,767
+62% +$413K 0.2% 97
2025
Q2 		$663K Buy
14,093
+6,437
+84% +$299K 0.13% 128
2025
Q1 		$360K Buy
7,656
+2,007
+36% +$93.3K 0.07% 167
2024
Q4 		$260K Buy
+5,649
New +$265K 0.05% 202

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

Ellis Investment Partners's JCPB Position: Q2 2026 in Review

Ellis Investment Partners increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 19% in Q2 2026, buying an estimated $398K and bringing the position to 54,166 shares worth $2.54M. The position accounts for 0.39% of the portfolio, ranked #53.

Ellis Investment Partners first reported a position in JCPB in Q4 2024 and has held it in 7 quarters since. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Ellis Investment Partners held 54,166 shares of JPMorgan Core Plus Bond ETF worth $2.54M as of Q2 2026.
  • Ellis Investment Partners bought 8,485 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $398K.
  • JPMorgan Core Plus Bond ETF made up 0.39% of Ellis Investment Partners's portfolio in Q2 2026, its #53 holding.
  • Ellis Investment Partners first reported a position in JPMorgan Core Plus Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Ellis Investment Partners's 13F filing for Q2 2026, filed 5 Aug 2026.