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 Q2	$375M	Buy	7,983,314 +2,137,000	+37%	+$100M	3.52%	5
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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Factory Mutual Insurance's JCPB Position: Q2 2026 in Review

Factory Mutual Insurance increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 37% in Q2 2026, buying an estimated $100M and bringing the position to 7,983,314 shares worth $375M. The position accounts for 3.52% of the portfolio, ranked #5.

Factory Mutual Insurance first reported a position in JCPB in Q1 2025 and has held it in 6 quarters since. 504 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Factory Mutual Insurance held 7,983,314 shares of JPMorgan Core Plus Bond ETF worth $375M as of Q2 2026.
Factory Mutual Insurance bought 2,137,000 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $100M.
JPMorgan Core Plus Bond ETF made up 3.52% of Factory Mutual Insurance's portfolio in Q2 2026, its #5 holding.
Factory Mutual Insurance first reported a position in JPMorgan Core Plus Bond ETF in Q1 2025 and has held it in 6 quarters since.
504 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Factory Mutual Insurance's 13F filing for Q2 2026, filed 21 Jul 2026.