Janney Montgomery Scott
JCPB icon

Janney Montgomery Scott’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Janney Montgomery Scott’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 		$177M Buy
3,766,491
+197,668
+6% +$9.27M 0.34% 54
2026
Q1 		$168M Buy
3,568,823
+769,266
+27% +$36.5M 0.42% 44
2025
Q4 		$133M Buy
2,799,557
+142,718
+5% +$6.79M 0.3% 69
2025
Q3 		$126M Buy
2,656,839
+223,958
+9% +$10.5M 0.3% 67
2025
Q2 		$114M Buy
2,432,881
+185,247
+8% +$8.61M 0.3% 64
2025
Q1 		$106M Buy
2,247,634
+319,205
+17% +$14.8M 0.3% 66
2024
Q4 		$88.8M Buy
1,928,429
+277,491
+17% +$13M 0.25% 84
2024
Q3 		$79.6M Buy
1,650,938
+295,082
+22% +$14M 0.22% 93
2024
Q2 		$62.8M Buy
1,355,856
+304,621
+29% +$14M 0.19% 103
2024
Q1 		$49M Buy
1,051,235
+235,916
+29% +$11M 0.15% 141
2023
Q4 		$38.4M Buy
815,319
+188,548
+30% +$8.51M 0.12% 158
2023
Q3 		$28M Buy
626,771
+71,226
+13% +$3.26M 0.1% 185
2023
Q2 		$25.9M Buy
555,545
+22,058
+4% +$1.04M 0.09% 215
2023
Q1 		$25.3M Buy
533,487
+184,505
+53% +$8.66M 0.1% 191
2022
Q4 		$16M Buy
348,982
+138,485
+66% +$6.36M 0.06% 291
2022
Q3 		$9.66M Buy
210,497
+91,731
+77% +$4.4M 0.04% 394
2022
Q2 		$5.71M Buy
+118,766
New +$5.8M 0.03% 556

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

Janney Montgomery Scott's JCPB Position: Q2 2026 in Review

Janney Montgomery Scott increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 5.5% in Q2 2026, buying an estimated $9.27M and bringing the position to 3,766,491 shares worth $177M. The position accounts for 0.34% of the portfolio, ranked #54.

Janney Montgomery Scott first reported a position in JCPB in Q2 2022 and has held it in 17 quarters since. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Janney Montgomery Scott held 3,766,491 shares of JPMorgan Core Plus Bond ETF worth $177M as of Q2 2026.
  • Janney Montgomery Scott bought 197,668 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $9.27M.
  • JPMorgan Core Plus Bond ETF made up 0.34% of Janney Montgomery Scott's portfolio in Q2 2026, its #54 holding.
  • Janney Montgomery Scott first reported a position in JPMorgan Core Plus Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • 503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.