Joel Greenblatt’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Joel Greenblatt’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	$4.92M	Buy	104,736 +27,625	+36%	+$1.3M	0.01%	948
2026 Q1	$3.63M	Buy	77,111 +3,225	+4%	+$153K	0.01%	951
2025 Q4	$3.5M	Hold	73,886	–	–	0.01%	894
2025 Q3	$3.51M	Buy	73,886 +3,086	+4%	+$145K	0.02%	865
2025 Q2	$3.33M	Buy	70,800 +3,105	+5%	+$144K	0.02%	771
2025 Q1	$3.18M	Hold	67,695	–	–	0.03%	653
2024 Q4	$3.12M	Buy	67,695 +3,564	+6%	+$167K	0.03%	624
2024 Q3	$3.09M	Buy	64,131 +1,102	+2%	+$52.3K	0.03%	612
2024 Q2	$2.92M	Buy	63,029 +2,014	+3%	+$92.6K	0.04%	575
2024 Q1	$2.85M	Buy	61,015 +3,225	+6%	+$150K	0.04%	537
2023 Q4	$2.72M	Buy	+57,790	New	+$2.61M	0.05%	493

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

Joel Greenblatt's JCPB Position: Q2 2026 in Review

Joel Greenblatt increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 36% in Q2 2026, buying an estimated $1.3M and bringing the position to 104,736 shares worth $4.92M. The position accounts for 0.01% of the portfolio, ranked #948.

Joel Greenblatt first reported a position in JCPB in Q4 2023 and has held it in 11 quarters since. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Joel Greenblatt held 104,736 shares of JPMorgan Core Plus Bond ETF worth $4.92M as of Q2 2026.
Joel Greenblatt bought 27,625 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $1.3M.
JPMorgan Core Plus Bond ETF made up 0.01% of Joel Greenblatt's portfolio in Q2 2026, its #948 holding.
Joel Greenblatt first reported a position in JPMorgan Core Plus Bond ETF in Q4 2023 and has held it in 11 quarters since.
503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.