Johnson Financial Group Inc (Wisconsin)’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	$27.2M	Buy	576,938 +44,321	+8%	+$2.1M	0.98%	14
2025 Q4	$25.3M	Buy	532,617 +54,685	+11%	+$2.6M	0.95%	16
2025 Q3	$22.7M	Buy	477,932 +53,864	+13%	+$2.53M	0.85%	16
2025 Q2	$20M	Buy	424,068 +70,888	+20%	+$3.29M	0.9%	15
2025 Q1	$16.6M	Buy	353,180 +80,281	+29%	+$3.73M	0.81%	17
2024 Q4	$12.7M	Sell	272,899 -120,506	-31%	-$5.65M	0.6%	28
2024 Q3	$19M	Buy	393,405 +15,302	+4%	+$727K	0.87%	21
2024 Q2	$17.5M	Buy	378,103 +99,403	+36%	+$4.57M	0.85%	20
2024 Q1	$13M	Sell	278,700 -85,141	-23%	-$3.96M	0.7%	23
2023 Q4	$17.2M	Buy	+363,841	New	+$16.4M	0.94%	23

Other funds holding JCPB

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM

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

Johnson Financial Group Inc (Wisconsin)'s JCPB Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 8.3% in Q1 2026, buying an estimated $2.1M and bringing the position to 576,938 shares worth $27.2M. The position accounts for 0.98% of the portfolio, ranked #14.

Johnson Financial Group Inc (Wisconsin) first reported a position in JCPB in Q4 2023 and has held it in 10 quarters since. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

Johnson Financial Group Inc (Wisconsin) held 576,938 shares of JPMorgan Core Plus Bond ETF worth $27.2M as of Q1 2026.
Johnson Financial Group Inc (Wisconsin) bought 44,321 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $2.1M.
JPMorgan Core Plus Bond ETF made up 0.98% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #14 holding.
Johnson Financial Group Inc (Wisconsin) first reported a position in JPMorgan Core Plus Bond ETF in Q4 2023 and has held it in 10 quarters since.
478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.