HighTower Advisors
JCPB icon

HighTower Advisors’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

HighTower Advisors’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 		$160M Buy
3,398,048
+174,304
+5% +$8.17M 0.15% 137
2026
Q1 		$152M Buy
3,223,744
+259,220
+9% +$12.3M 0.16% 136
2025
Q4 		$140M Sell
2,964,524
-100,416
-3% -$4.78M 0.15% 138
2025
Q3 		$146M Buy
3,064,940
+188,695
+7% +$8.88M 0.17% 133
2025
Q2 		$135M Buy
2,876,245
+72,053
+3% +$3.35M 0.17% 131
2025
Q1 		$132M Buy
2,804,192
+1,385,428
+98% +$64.4M 0.18% 129
2024
Q4 		$65.4M Buy
1,418,764
+90,771
+7% +$4.26M 0.09% 233
2024
Q3 		$64.1M Buy
1,327,993
+24,114
+2% +$1.15M 0.09% 229
2024
Q2 		$60.4M Buy
1,303,879
+21,444
+2% +$986K 0.09% 227
2024
Q1 		$59.8M Sell
1,282,435
-5,964
-0.5% -$277K 0.1% 229
2023
Q4 		$60.7M Buy
1,288,399
+74,761
+6% +$3.38M 0.1% 213
2023
Q3 		$54.2M Buy
1,213,638
+327,587
+37% +$15M 0.1% 211
2023
Q2 		$41.3M Buy
886,051
+203,540
+30% +$9.57M 0.08% 249
2023
Q1 		$32.4M Buy
682,511
+51,945
+8% +$2.44M 0.07% 277
2022
Q4 		$29M Buy
630,566
+274,637
+77% +$12.6M 0.07% 296
2022
Q3 		$16.3M Buy
355,929
+112,283
+46% +$5.39M 0.04% 399
2022
Q2 		$11.7M Sell
243,646
-107,910
-31% -$5.27M 0.03% 518
2022
Q1 		$18M Buy
351,556
+6,728
+2% +$352K 0.04% 418
2021
Q4 		$18.7M Buy
344,828
+6,301
+2% +$343K 0.04% 400
2021
Q3 		$18.5M Buy
338,527
+16,480
+5% +$905K 0.05% 366
2021
Q2 		$17.6M Buy
322,047
+13,413
+4% +$729K 0.05% 339
2021
Q1 		$16.6M Buy
308,634
+13,926
+5% +$763K 0.05% 335
2020
Q4 		$16.4M Buy
294,708
+28,534
+11% +$1.59M 0.07% 271
2020
Q3 		$14.8M Buy
+266,174
New +$14.9M 0.07% 254

Other funds holding JCPB

Betterment LLC
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Bank of America
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

HighTower Advisors's JCPB Position: Q2 2026 in Review

HighTower Advisors increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 5.4% in Q2 2026, buying an estimated $8.17M and bringing the position to 3,398,048 shares worth $160M. The position accounts for 0.15% of the portfolio, ranked #137.

HighTower Advisors first reported a position in JCPB in Q3 2020 and has held it in 24 quarters since. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • HighTower Advisors held 3,398,048 shares of JPMorgan Core Plus Bond ETF worth $160M as of Q2 2026.
  • HighTower Advisors bought 174,304 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $8.17M.
  • JPMorgan Core Plus Bond ETF made up 0.15% of HighTower Advisors's portfolio in Q2 2026, its #137 holding.
  • HighTower Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • 505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.