Greenbush Financial Group’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Greenbush Financial 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	$12.2M	Buy	259,553 +23,766	+10%	+$1.11M	3.58%	11
2026 Q1	$11.1M	Buy	235,787 +32,280	+16%	+$1.53M	3.68%	12
2025 Q4	$9.64M	Buy	203,507 +21,597	+12%	+$1.03M	3.28%	15
2025 Q3	$8.65M	Buy	181,910 +18,941	+12%	+$891K	3.32%	14
2025 Q2	$7.67M	Buy	162,969 +11,378	+8%	+$529K	3.34%	14
2025 Q1	$7.13M	Buy	151,591 +7,050	+5%	+$328K	3.55%	15
2024 Q4	$6.66M	Buy	+144,541	New	+$6.78M	3.51%	13

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

Greenbush Financial Group's JCPB Position: Q2 2026 in Review

Greenbush Financial Group increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 10% in Q2 2026, buying an estimated $1.11M and bringing the position to 259,553 shares worth $12.2M. The position accounts for 3.58% of the portfolio, ranked #11.

Greenbush Financial Group first reported a position in JCPB in Q4 2024 and has held it in 7 quarters since. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Greenbush Financial Group held 259,553 shares of JPMorgan Core Plus Bond ETF worth $12.2M as of Q2 2026.
Greenbush Financial Group bought 23,766 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $1.11M.
JPMorgan Core Plus Bond ETF made up 3.58% of Greenbush Financial Group's portfolio in Q2 2026, its #11 holding.
Greenbush Financial Group first reported a position in JPMorgan Core Plus Bond ETF in Q4 2024 and has held it in 7 quarters since.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Greenbush Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.