Forum Private Client Group’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Forum Private Client Group’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	$33.6M	Buy	714,849 +36,335	+5%	+$1.7M	9.99%	2
2026 Q1	$32M	Buy	678,514 +37,117	+6%	+$1.76M	10.65%	2
2025 Q4	$30.4M	Buy	641,397 +31,287	+5%	+$1.49M	10.35%	2
2025 Q3	$29M	Buy	610,110 +14,452	+2%	+$680K	10.34%	2
2025 Q2	$28M	Buy	595,658 +28,302	+5%	+$1.31M	10.8%	1
2025 Q1	$26.7M	Buy	567,356 +28,182	+5%	+$1.31M	11.58%	1
2024 Q4	$24.8M	Buy	539,174 +36,363	+7%	+$1.7M	11.06%	1
2024 Q3	$24.3M	Buy	502,811 +36,309	+8%	+$1.72M	10.77%	1
2024 Q2	$21.6M	Buy	466,502 +50,174	+12%	+$2.31M	10.27%	1
2024 Q1	$19.4M	Buy	416,328 +66,866	+19%	+$3.11M	9.39%	2
2023 Q4	$16.5M	Buy	+349,462	New	+$15.8M	8.59%	2
2023 Q3	–	Sell	-213,230	Closed	-$9.93M	–	42
2023 Q2	$9.93M	Buy	213,230 +116,066	+119%	+$5.46M	5.69%	4
2023 Q1	$4.6M	Buy	+97,164	New	+$4.56M	2.91%	12

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

Forum Private Client Group's JCPB Position: Q2 2026 in Review

Forum Private Client Group increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 5.4% in Q2 2026, buying an estimated $1.7M and bringing the position to 714,849 shares worth $33.6M. The position accounts for 9.99% of the portfolio, ranked #2.

Forum Private Client Group first reported a position in JCPB in Q1 2023 and has held it in 13 quarters since. 504 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Forum Private Client Group held 714,849 shares of JPMorgan Core Plus Bond ETF worth $33.6M as of Q2 2026.
Forum Private Client Group bought 36,335 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $1.7M.
JPMorgan Core Plus Bond ETF made up 9.99% of Forum Private Client Group's portfolio in Q2 2026, its #2 holding.
Forum Private Client Group first reported a position in JPMorgan Core Plus Bond ETF in Q1 2023 and has held it in 13 quarters since.
504 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.