Envestnet Asset Management
JCPB icon

Envestnet Asset Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Envestnet Asset Management’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 		$135M Buy
2,877,606
+262,780
+10% +$12.3M 0.03% 470
2026
Q1 		$123M Buy
2,614,826
+383,556
+17% +$18.2M 0.03% 464
2025
Q4 		$106M Buy
2,231,270
+381,633
+21% +$18.2M 0.03% 491
2025
Q3 		$88M Buy
1,849,637
+345,055
+23% +$16.2M 0.03% 549
2025
Q2 		$70.8M Buy
1,504,582
+201,095
+15% +$9.34M 0.02% 619
2025
Q1 		$61.3M Buy
1,303,487
+253,882
+24% +$11.8M 0.02% 635
2024
Q4 		$48.4M Buy
1,049,605
+357,499
+52% +$16.8M 0.02% 730
2024
Q3 		$33.4M Buy
692,106
+85,498
+14% +$4.06M 0.01% 913
2024
Q2 		$28.1M Buy
606,608
+58,385
+11% +$2.68M 0.01% 928
2024
Q1 		$25.6M Buy
548,223
+134,159
+32% +$6.24M 0.01% 976
2023
Q4 		$19.5M Buy
414,064
+83,585
+25% +$3.77M 0.01% 1048
2023
Q3 		$14.8M Buy
330,479
+79,575
+32% +$3.64M 0.01% 1142
2023
Q2 		$11.7M Buy
250,904
+19,002
+8% +$893K 0.01% 1208
2023
Q1 		$11M Buy
231,902
+30,323
+15% +$1.42M 0.01% 1188
2022
Q4 		$9.26M Buy
201,579
+88,701
+79% +$4.07M ﹤0.01% 1241
2022
Q3 		$5.18M Buy
112,878
+73,161
+184% +$3.51M ﹤0.01% 1503
2022
Q2 		$1.91M Sell
39,717
-46,843
-54% -$2.29M ﹤0.01% 2136
2022
Q1 		$4.42M Buy
86,560
+18,136
+27% +$950K ﹤0.01% 1682
2021
Q4 		$3.71M Sell
68,424
-174
-0.3% -$9.46K ﹤0.01% 1761
2021
Q3 		$3.74M Buy
68,598
+1,171
+2% +$64.3K ﹤0.01% 1701
2021
Q2 		$3.69M Buy
67,427
+6,683
+11% +$363K ﹤0.01% 1700
2021
Q1 		$3.27M Buy
60,744
+2,411
+4% +$132K ﹤0.01% 1648
2020
Q4 		$3.25M Buy
58,333
+2,874
+5% +$160K ﹤0.01% 1488
2020
Q3 		$3.09M Buy
55,459
+11,832
+27% +$662K ﹤0.01% 1381
2020
Q2 		$2.41M Buy
+43,627
New +$2.38M ﹤0.01% 1471

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

Envestnet Asset Management's JCPB Position: Q2 2026 in Review

Envestnet Asset Management increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 10% in Q2 2026, buying an estimated $12.3M and bringing the position to 2,877,606 shares worth $135M. The position accounts for 0.03% of the portfolio, ranked #470.

Envestnet Asset Management first reported a position in JCPB in Q2 2020 and has held it in 25 quarters since. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Envestnet Asset Management held 2,877,606 shares of JPMorgan Core Plus Bond ETF worth $135M as of Q2 2026.
  • Envestnet Asset Management bought 262,780 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $12.3M.
  • JPMorgan Core Plus Bond ETF made up 0.03% of Envestnet Asset Management's portfolio in Q2 2026, its #470 holding.
  • Envestnet Asset Management first reported a position in JPMorgan Core Plus Bond ETF in Q2 2020 and has held it in 25 quarters since.
  • 503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.