Jim Simons
JCPB icon

Jim Simons’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Jim Simons’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 		$243K Buy
+5,172
New +$245K ﹤0.01% 2869
2025
Q4 		– Sell
-5,900
Closed -$281K – 3510
2025
Q3 		$281K Sell
5,900
-20,900
-78% -$984K ﹤0.01% 3024
2025
Q2 		$1.26M Buy
+26,800
New +$1.24M ﹤0.01% 2380
2024
Q2 		– Sell
-11,000
Closed -$513K – 3746
2024
Q1 		$513K Buy
+11,000
New +$512K ﹤0.01% 2856

Other funds holding JCPB

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 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 $1.81T AUM 41.13% 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 $8.41B 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

Jim Simons's JCPB Position: Q1 2026 in Review

Jim Simons opened a new position in JPMorgan Core Plus Bond ETF (JCPB) in Q1 2026: 5,172 shares worth $243K. The stake represents ﹤0.01% of the portfolio and ranks #2869 among its holdings. This is a return to the name: Jim Simons previously reported a position in JCPB as recently as Q3 2025.

Jim Simons first reported a position in JCPB in Q1 2024 and has held it in 4 quarters since. The position peaked at $1.26M in Q2 2025. 480 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

  • Jim Simons held 5,172 shares of JPMorgan Core Plus Bond ETF worth $243K as of Q1 2026.
  • JPMorgan Core Plus Bond ETF was a new Jim Simons position in Q1 2026.
  • JPMorgan Core Plus Bond ETF made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2869 holding.
  • Jim Simons first reported a position in JPMorgan Core Plus Bond ETF in Q1 2024 and has held it in 4 quarters since.
  • Jim Simons's JPMorgan Core Plus Bond ETF position peaked at $1.26M in Q2 2025.
  • 480 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.