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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
Q2 		$40.3M Buy
858,571
+281,633
+49% +$13.2M 1.33% 12
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

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OCA
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Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Bank of America
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DWM
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Johnson Financial Group Inc (Wisconsin)'s JCPB Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 49% in Q2 2026, buying an estimated $13.2M and bringing the position to 858,571 shares worth $40.3M. The position accounts for 1.33% of the portfolio, ranked #12.

Johnson Financial Group Inc (Wisconsin) first reported a position in JCPB in Q4 2023 and has held it in 11 quarters since. 506 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) held 858,571 shares of JPMorgan Core Plus Bond ETF worth $40.3M as of Q2 2026.
  • Johnson Financial Group Inc (Wisconsin) bought 281,633 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $13.2M.
  • JPMorgan Core Plus Bond ETF made up 1.33% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #12 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in JPMorgan Core Plus Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 506 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.