Envestnet Portfolio Solutions’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Envestnet Portfolio Solutions’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	$436K	Buy	+9,284	New	+$435K	﹤0.01%	1044
2025 Q3	–	Sell	-9,843	Closed	-$463K	–	1522
2025 Q2	$463K	Sell	9,843 -11,351	-54%	-$527K	﹤0.01%	1128
2025 Q1	$997K	Buy	21,194 +10,300	+95%	+$479K	﹤0.01%	796
2024 Q4	$502K	Buy	10,894 +2,472	+29%	+$116K	﹤0.01%	1241
2024 Q3	$406K	Buy	8,422 +698	+9%	+$33.2K	﹤0.01%	1298
2024 Q2	$358K	Buy	7,724 +450	+6%	+$20.7K	﹤0.01%	1280
2024 Q1	$339K	Buy	7,274 +1,179	+19%	+$54.9K	﹤0.01%	1292
2023 Q4	$287K	Buy	6,095 +828	+16%	+$37.4K	﹤0.01%	1320
2023 Q3	$235K	Buy	+5,267	New	+$241K	﹤0.01%	1355

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

Envestnet Portfolio Solutions's JCPB Position: Q2 2026 in Review

Envestnet Portfolio Solutions opened a new position in JPMorgan Core Plus Bond ETF (JCPB) in Q2 2026: 9,284 shares worth $436K. The stake represents ﹤0.01% of the portfolio and ranks #1044 among its holdings. This is a return to the name: Envestnet Portfolio Solutions previously reported a position in JCPB as recently as Q2 2025.

Envestnet Portfolio Solutions first reported a position in JCPB in Q3 2023 and has held it in 9 quarters since. The position peaked at $997K in Q1 2025. 508 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Envestnet Portfolio Solutions held 9,284 shares of JPMorgan Core Plus Bond ETF worth $436K as of Q2 2026.
JPMorgan Core Plus Bond ETF was a new Envestnet Portfolio Solutions position in Q2 2026.
JPMorgan Core Plus Bond ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1044 holding.
Envestnet Portfolio Solutions first reported a position in JPMorgan Core Plus Bond ETF in Q3 2023 and has held it in 9 quarters since.
Envestnet Portfolio Solutions's JPMorgan Core Plus Bond ETF position peaked at $997K in Q1 2025.
508 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.