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HUB Investment Partners’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

HUB Investment Partners’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 		$19.3M Buy
412,214
+24,637
+6% +$1.16M 0.35% 53
2026
Q1 		$18.2M Buy
387,577
+26,239
+7% +$1.25M 0.44% 41
2025
Q4 		$17.1M Buy
361,338
+5,440
+2% +$259K 0.44% 43
2025
Q3 		$16.9M Buy
355,898
+16,401
+5% +$772K 0.56% 34
2025
Q2 		$16M Buy
339,497
+15,199
+5% +$706K 0.53% 43
2025
Q1 		$15.3M Buy
324,298
+5,497
+2% +$256K 0.61% 42
2024
Q4 		$14.7M Sell
318,801
-26,722
-8% -$1.25M 0.62% 40
2024
Q3 		$16.7M Buy
345,523
+14,712
+4% +$699K 0.73% 32
2024
Q2 		$15.3M Buy
330,811
+24,255
+8% +$1.12M 0.58% 31
2024
Q1 		$14.3M Buy
306,556
+5,847
+2% +$272K 0.78% 32
2023
Q4 		$14.2M Buy
300,709
+16,461
+6% +$743K 0.97% 23
2023
Q3 		$12.7M Sell
284,248
-194
-0.1% -$8.88K 1.92% 8
2023
Q2 		$13.2M Buy
284,442
+26,900
+10% +$1.26M 2.2% 7
2023
Q1 		$12.2M Buy
+257,542
New +$12.1M 2.52% 6

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

HUB Investment Partners's JCPB Position: Q2 2026 in Review

HUB Investment Partners increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 6.4% in Q2 2026, buying an estimated $1.16M and bringing the position to 412,214 shares worth $19.3M. The position accounts for 0.35% of the portfolio, ranked #53.

HUB Investment Partners first reported a position in JCPB in Q1 2023 and has held it in 14 quarters since. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • HUB Investment Partners held 412,214 shares of JPMorgan Core Plus Bond ETF worth $19.3M as of Q2 2026.
  • HUB Investment Partners bought 24,637 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $1.16M.
  • JPMorgan Core Plus Bond ETF made up 0.35% of HUB Investment Partners's portfolio in Q2 2026, its #53 holding.
  • HUB Investment Partners first reported a position in JPMorgan Core Plus Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • 503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.