Fidelity Investments’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Fidelity Investments’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	$500K	Buy	10,648 +10,086	+1,795%	+$473K	﹤0.01%	3285
2026 Q1	$26.5K	Buy	+562	New	+$26.7K	﹤0.01%	4401
2025 Q4	–	Sell	-3	Closed	-$143	–	5504
2025 Q3	$143	Buy	+3	New	+$141	﹤0.01%	5176
2025 Q1	–	Sell	-1	Closed	-$46	–	5520
2024 Q4	$46	Sell	1 -2	-67%	-$94	﹤0.01%	5201
2024 Q3	$145	Sell	3 -11	-79%	-$523	﹤0.01%	5058
2024 Q2	$649	Buy	14 +6	+75%	+$276	﹤0.01%	4842
2024 Q1	$373	Sell	8 -691	-99%	-$32.1K	﹤0.01%	4868
2023 Q4	$32.9K	Buy	+699	New	+$31.6K	﹤0.01%	3716
2023 Q1	–	Sell	-3	Closed	-$138	–	5408
2022 Q4	$138	Buy	+3	New	+$138	﹤0.01%	4852

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

Fidelity Investments's JCPB Position: Q2 2026 in Review

Fidelity Investments increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 1,795% in Q2 2026, buying an estimated $473K and bringing the position to 10,648 shares worth $500K. The position accounts for ﹤0.01% of the portfolio, ranked #3285.

Fidelity Investments first reported a position in JCPB in Q4 2022 and has held it in 9 quarters since. 506 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Fidelity Investments held 10,648 shares of JPMorgan Core Plus Bond ETF worth $500K as of Q2 2026.
Fidelity Investments bought 10,086 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $473K.
JPMorgan Core Plus Bond ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #3285 holding.
Fidelity Investments first reported a position in JPMorgan Core Plus Bond ETF in Q4 2022 and has held it in 9 quarters since.
506 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.