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JCPB icon

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

Harbour 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 		$4.08M Buy
86,658
+17,300
+25% +$821K 0.06% 282
2025
Q4 		$3.28M Buy
69,358
+10,194
+17% +$485K 0.07% 267
2025
Q3 		$2.81M Buy
59,164
+781
+1% +$36.8K 0.06% 263
2025
Q2 		$2.75M Sell
58,383
-1,054
-2% -$49K 0.07% 255
2025
Q1 		$2.8M Sell
59,437
-23,158
-28% -$1.08M 0.08% 221
2024
Q4 		$3.81M Buy
82,595
+6,504
+9% +$305K 0.11% 160
2024
Q3 		$3.67M Buy
76,091
+71,523
+1,566% +$3.4M 0.11% 151
2024
Q2 		$212K Buy
4,568
+58
+1% +$2.67K 0.01% 932
2024
Q1 		$210K Buy
4,510
+55
+1% +$2.56K 0.01% 898
2023
Q4 		$210K Buy
4,455
+2,147
+93% +$96.9K 0.01% 839
2023
Q3 		$103K Buy
2,308
+52
+2% +$2.38K 0.01% 1044
2023
Q2 		$105K Buy
2,256
+24
+1% +$1.13K 0.01% 1042
2023
Q1 		$106K Buy
+2,232
New +$105K 0.01% 1019

Other funds holding JCPB

HWM
HB Wealth Management Atlanta, Georgia $15.5B 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 $10.6B AUM 34.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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

Harbour Investments's JCPB Position: Q1 2026 in Review

Harbour Investments increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 25% in Q1 2026, buying an estimated $821K and bringing the position to 86,658 shares worth $4.08M. The position accounts for 0.06% of the portfolio, ranked #282.

Harbour Investments first reported a position in JCPB in Q1 2023 and has held it in 13 quarters since. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

  • Harbour Investments held 86,658 shares of JPMorgan Core Plus Bond ETF worth $4.08M as of Q1 2026.
  • Harbour Investments bought 17,300 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $821K.
  • JPMorgan Core Plus Bond ETF made up 0.06% of Harbour Investments's portfolio in Q1 2026, its #282 holding.
  • Harbour Investments first reported a position in JPMorgan Core Plus Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • 478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.