JC
JCPB icon

JM2 Capital’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

JM2 Capital’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 		$1.44M Buy
30,709
+1,001
+3% +$46.9K 0.99% 26
2026
Q1 		$1.4M Buy
29,708
+2,934
+11% +$139K 1.16% 22
2025
Q4 		$1.27M Buy
+26,774
New +$1.27M 1.02% 24

Other funds holding JCPB

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

JM2 Capital's JCPB Position: Q2 2026 in Review

JM2 Capital increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 3.4% in Q2 2026, buying an estimated $46.9K and bringing the position to 30,709 shares worth $1.44M. The position accounts for 0.99% of the portfolio, ranked #26.

JM2 Capital first reported a position in JCPB in Q4 2025 and has held it in 3 quarters since. 308 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • JM2 Capital held 30,709 shares of JPMorgan Core Plus Bond ETF worth $1.44M as of Q2 2026.
  • JM2 Capital bought 1,001 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $46.9K.
  • JPMorgan Core Plus Bond ETF made up 0.99% of JM2 Capital's portfolio in Q2 2026, its #26 holding.
  • JM2 Capital first reported a position in JPMorgan Core Plus Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 308 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on JM2 Capital's 13F filing for Q2 2026, filed 22 Jul 2026.