Equitable Holdings’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Equitable Holdings’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	$2.62M	Sell	55,852 -32,241	-37%	-$1.51M	0.02%	650
2026 Q1	$4.16M	Buy	+88,093	New	+$4.18M	0.03%	503

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

Equitable Holdings's JCPB Position: Q2 2026 in Review

Equitable Holdings reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 37% in Q2 2026, selling an estimated $1.51M and leaving 55,852 shares worth $2.62M. The position accounts for 0.02% of the portfolio, ranked #650.

Equitable Holdings first reported a position in JCPB in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.16M in Q1 2026. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Equitable Holdings held 55,852 shares of JPMorgan Core Plus Bond ETF worth $2.62M as of Q2 2026.
Equitable Holdings sold 32,241 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $1.51M.
JPMorgan Core Plus Bond ETF made up 0.02% of Equitable Holdings's portfolio in Q2 2026, its #650 holding.
Equitable Holdings first reported a position in JPMorgan Core Plus Bond ETF in Q1 2026 and has held it in 2 quarters since.
Equitable Holdings's JPMorgan Core Plus Bond ETF position peaked at $4.16M in Q1 2026.
503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.