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
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

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

HighTower Advisors's JCPB Position: Q1 2026 in Review

HighTower Advisors increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 8.7% in Q1 2026, buying an estimated $12.3M and bringing the position to 3,223,744 shares worth $152M. The position accounts for 0.16% of the portfolio, ranked #136.

HighTower Advisors first reported a position in JCPB in Q3 2020 and has held it in 23 quarters since. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

  • HighTower Advisors held 3,223,744 shares of JPMorgan Core Plus Bond ETF worth $152M as of Q1 2026.
  • HighTower Advisors bought 259,220 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $12.3M.
  • JPMorgan Core Plus Bond ETF made up 0.16% of HighTower Advisors's portfolio in Q1 2026, its #136 holding.
  • HighTower Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q3 2020 and has held it in 23 quarters since.
  • 478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.