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

Harbor 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	$51.4M	Buy	1,094,360 +22,922	+2%	+$1.07M	6.03%	5
2026 Q1	$50.4M	Buy	1,071,438 +55,339	+5%	+$2.63M	7.28%	1
2025 Q4	$48.1M	Buy	1,016,099 +27,255	+3%	+$1.3M	7.2%	3
2025 Q3	$47M	Buy	988,844 +36,205	+4%	+$1.7M	7.47%	1
2025 Q2	$44.8M	Buy	952,639 +27,014	+3%	+$1.25M	7.94%	2
2025 Q1	$43.5M	Buy	925,625 +30,652	+3%	+$1.43M	8.69%	1
2024 Q4	$41.2M	Buy	894,973 +37,263	+4%	+$1.75M	9.26%	1
2024 Q3	$41.4M	Buy	857,710 +46,809	+6%	+$2.22M	9.56%	1
2024 Q2	$37.6M	Buy	810,901 +33,916	+4%	+$1.56M	9.62%	1
2024 Q1	$36.2M	Buy	776,985 +41,469	+6%	+$1.93M	9.56%	2
2023 Q4	$34.6M	Buy	735,516 +729,924	+13,053%	+$33M	9.92%	3
2023 Q3	$250K	Buy	+5,592	New	+$256K	0.14%	56

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

Harbor Group's JCPB Position: Q2 2026 in Review

Harbor Group increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 2.1% in Q2 2026, buying an estimated $1.07M and bringing the position to 1,094,360 shares worth $51.4M. The position accounts for 6.03% of the portfolio, ranked #5.

Harbor Group first reported a position in JCPB in Q3 2023 and has held it in 12 quarters since. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Harbor Group held 1,094,360 shares of JPMorgan Core Plus Bond ETF worth $51.4M as of Q2 2026.
Harbor Group bought 22,922 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $1.07M.
JPMorgan Core Plus Bond ETF made up 6.03% of Harbor Group's portfolio in Q2 2026, its #5 holding.
Harbor Group first reported a position in JPMorgan Core Plus Bond ETF in Q3 2023 and has held it in 12 quarters since.
503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Harbor Group's 13F filing for Q2 2026, filed 22 Jul 2026.