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 Q2	–	Sell	-5,172	Closed	-$243K	–	3422
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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

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

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

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Jim Simons's JCPB Position: Q2 2026 in Review

Jim Simons sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q2 2026, closing a stake of 5,172 shares — an estimated $243K sold.

Jim Simons first reported a position in JCPB in Q1 2024 and held it in 4 quarters. The position peaked at $1.26M in Q2 2025. 508 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Jim Simons reported no remaining JPMorgan Core Plus Bond ETF position as of Q2 2026 after selling out during the quarter.
Jim Simons sold 5,172 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $243K.
Jim Simons first reported a position in JPMorgan Core Plus Bond ETF in Q1 2024 and held it in 4 quarters.
Jim Simons's JPMorgan Core Plus Bond ETF position peaked at $1.26M in Q2 2025.
508 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.