Factory Mutual Insurance’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Factory Mutual Insurance’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 Q1	$275M	Hold	5,846,314	–	–	3.1%	6
2025 Q4	$277M	Hold	5,846,314	–	–	2.81%	7
2025 Q3	$278M	Buy	5,846,314 +2,630,014	+82%	+$124M	2.71%	9
2025 Q2	$151M	Buy	3,216,300 +1,065,000	+50%	+$49.5M	1.65%	12
2025 Q1	$101M	Buy	+2,151,300	New	+$100M	1.17%	17

Other funds holding JCPB

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Factory Mutual Insurance's JCPB Position: Q1 2026 in Review

Factory Mutual Insurance held its JPMorgan Core Plus Bond ETF (JCPB) position steady in Q1 2026 at 5,846,314 shares worth $275M. The position accounts for 3.1% of the portfolio, ranked #6.

Factory Mutual Insurance first reported a position in JCPB in Q1 2025 and has held it in 5 quarters since. The position peaked at $278M in Q3 2025. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

Factory Mutual Insurance held 5,846,314 shares of JPMorgan Core Plus Bond ETF worth $275M as of Q1 2026.
Factory Mutual Insurance left its JPMorgan Core Plus Bond ETF share count unchanged in Q1 2026.
JPMorgan Core Plus Bond ETF made up 3.1% of Factory Mutual Insurance's portfolio in Q1 2026, its #6 holding.
Factory Mutual Insurance first reported a position in JPMorgan Core Plus Bond ETF in Q1 2025 and has held it in 5 quarters since.
Factory Mutual Insurance's JPMorgan Core Plus Bond ETF position peaked at $278M in Q3 2025.
478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Factory Mutual Insurance's 13F filing for Q1 2026, filed 5 May 2026.