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

Horizon 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 Q2	$26.7M	Sell	572,286 -416,054	-42%	-$19.5M	0.29%	65
2026 Q1	$46.2M	Buy	988,340 +538,933	+120%	+$25.6M	0.52%	35
2025 Q4	$21.3M	Buy	449,407 +44,734	+11%	+$2.13M	0.27%	70
2025 Q3	$19.1M	Buy	404,673 +108,783	+37%	+$5.12M	0.25%	74
2025 Q2	$13.8M	Buy	295,890 +21,032	+8%	+$977K	0.22%	76
2025 Q1	$12.8M	Sell	274,858 -1,643	-0.6%	-$76.4K	0.38%	42
2024 Q4	$12.7M	Sell	276,501 -24,900	-8%	-$1.17M	0.36%	42
2024 Q3	$14.4M	Buy	+301,401	New	+$14.3M	0.38%	31

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

Horizon Investments's JCPB Position: Q2 2026 in Review

Horizon Investments reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 42% in Q2 2026, selling an estimated $19.5M and leaving 572,286 shares worth $26.7M. The position accounts for 0.29% of the portfolio, ranked #65.

Horizon Investments first reported a position in JCPB in Q3 2024 and has held it in 8 quarters since. The position peaked at $46.2M in Q1 2026. 508 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Horizon Investments held 572,286 shares of JPMorgan Core Plus Bond ETF worth $26.7M as of Q2 2026.
Horizon Investments sold 416,054 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $19.5M.
JPMorgan Core Plus Bond ETF made up 0.29% of Horizon Investments's portfolio in Q2 2026, its #65 holding.
Horizon Investments first reported a position in JPMorgan Core Plus Bond ETF in Q3 2024 and has held it in 8 quarters since.
Horizon Investments's JPMorgan Core Plus Bond ETF position peaked at $46.2M in Q1 2026.
508 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.