Fidelity Investments
JCPB icon

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
Q1 		$26.5K Buy
+562
New +$26.7K ﹤0.01% 4401
2025
Q4 		– Sell
-3
Closed -$143 – 5506
2025
Q3 		$143 Buy
+3
New +$141 ﹤0.01% 5176
2025
Q1 		– Sell
-1
Closed -$46 – 5523
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 – 5410
2022
Q4 		$138 Buy
+3
New +$138 ﹤0.01% 4852

Other funds holding JCPB

HWM
HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
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
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