Jeff Yass’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Jeff Yass’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	$1.01M	Sell	21,449 -249,547	-92%	-$11.7M	﹤0.01%	8178
2026 Q1	$12.8M	Buy	+270,996	New	+$12.9M	﹤0.01%	2760
2025 Q3	–	Sell	-35,304	Closed	-$1.66M	–	13163
2025 Q2	$1.66M	Buy	+35,304	New	+$1.64M	﹤0.01%	6193
2024 Q4	–	Sell	-79,120	Closed	-$3.82M	–	12709
2024 Q3	$3.82M	Buy	79,120 +48,391	+157%	+$2.3M	﹤0.01%	4096
2024 Q2	$1.42M	Buy	30,729 +23,744	+340%	+$1.09M	﹤0.01%	5782
2024 Q1	$326K	Buy	+6,985	New	+$325K	﹤0.01%	9527
2023 Q4	–	Sell	-247,646	Closed	-$11.1M	–	12839
2023 Q3	$11.1M	Buy	+247,646	New	+$11.3M	﹤0.01%	2424
2023 Q2	–	Sell	-11,123	Closed	-$527K	–	12621
2023 Q1	$527K	Buy	11,123 +6,492	+140%	+$305K	﹤0.01%	8430
2022 Q4	$213K	Buy	+4,631	New	+$213K	﹤0.01%	9977
2021 Q3	–	Sell	-4,605	Closed	-$252K	–	13156
2021 Q2	$252K	Buy	+4,605	New	+$250K	﹤0.01%	11131

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

Jeff Yass's JCPB Position: Q2 2026 in Review

Jeff Yass reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 92% in Q2 2026, selling an estimated $11.7M and leaving 21,449 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #8178.

Jeff Yass first reported a position in JCPB in Q2 2021 and has held it in 10 quarters since. The position peaked at $12.8M in Q1 2026. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Jeff Yass held 21,449 shares of JPMorgan Core Plus Bond ETF worth $1.01M as of Q2 2026.
Jeff Yass sold 249,547 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $11.7M.
JPMorgan Core Plus Bond ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #8178 holding.
Jeff Yass first reported a position in JPMorgan Core Plus Bond ETF in Q2 2021 and has held it in 10 quarters since.
Jeff Yass's JPMorgan Core Plus Bond ETF position peaked at $12.8M in Q1 2026.
503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.