HB Wealth Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

HB Wealth Management’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	$731M	Buy	15,629,633 +1,207,454	+8%	+$56.6M	4.1%	4
2026 Q1	$676M	Buy	14,422,179 +2,042,169	+16%	+$96.9M	4.38%	3
2025 Q4	$586M	Buy	12,380,010 +1,954,190	+19%	+$93M	3.79%	4
2025 Q3	$496M	Buy	10,425,820 +2,659,142	+34%	+$125M	3.36%	5
2025 Q2	$365M	Buy	7,766,678 +3,988,832	+106%	+$185M	2.91%	7
2025 Q1	$178M	Buy	+3,777,846	New	+$176M	1.49%	12
2024 Q1	–	Sell	-6,509	Closed	-$306K	–	860
2023 Q4	$306K	Buy	+6,509	New	+$294K	﹤0.01%	604

Other funds holding JCPB

Betterment LLC New York $59.1B AUM 18.41% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

HB Wealth Management's JCPB Position: Q2 2026 in Review

HB Wealth Management increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 8.4% in Q2 2026, buying an estimated $56.6M and bringing the position to 15,629,633 shares worth $731M. The position accounts for 4.1% of the portfolio, ranked #4.

HB Wealth Management first reported a position in JCPB in Q4 2023 and has held it in 7 quarters since. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

HB Wealth Management held 15,629,633 shares of JPMorgan Core Plus Bond ETF worth $731M as of Q2 2026.
HB Wealth Management bought 1,207,454 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $56.6M.
JPMorgan Core Plus Bond ETF made up 4.1% of HB Wealth Management's portfolio in Q2 2026, its #4 holding.
HB Wealth Management first reported a position in JPMorgan Core Plus Bond ETF in Q4 2023 and has held it in 7 quarters since.
503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.