Jones Financial Companies’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Jones Financial Companies’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	$56.5M	Buy	1,200,263 +260,283	+28%	+$12.2M	0.02%	375
2026 Q1	$43.9M	Buy	939,980 +238,787	+34%	+$11.3M	0.02%	384
2025 Q4	$33.2M	Buy	701,193 +217,513	+45%	+$10.3M	0.02%	243
2025 Q3	$22.9M	Buy	483,680 +127,110	+36%	+$5.98M	0.02%	267
2025 Q2	$16.7M	Buy	356,570 +139,290	+64%	+$6.47M	0.01%	290
2025 Q1	$10.2M	Buy	217,280 +33,357	+18%	+$1.55M	0.01%	312
2024 Q4	$8.47M	Buy	183,923 +45,342	+33%	+$2.13M	0.01%	284
2024 Q3	$6.7M	Buy	138,581 +56,246	+68%	+$2.67M	0.01%	257
2024 Q2	$3.81M	Buy	82,335 +38,630	+88%	+$1.78M	﹤0.01%	236
2024 Q1	$2.04M	Buy	+43,705	New	+$2.03M	﹤0.01%	192

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

Jones Financial Companies's JCPB Position: Q2 2026 in Review

Jones Financial Companies increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 28% in Q2 2026, buying an estimated $12.2M and bringing the position to 1,200,263 shares worth $56.5M. The position accounts for 0.02% of the portfolio, ranked #375.

Jones Financial Companies first reported a position in JCPB in Q1 2024 and has held it in 10 quarters since. 508 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Jones Financial Companies held 1,200,263 shares of JPMorgan Core Plus Bond ETF worth $56.5M as of Q2 2026.
Jones Financial Companies bought 260,283 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $12.2M.
JPMorgan Core Plus Bond ETF made up 0.02% of Jones Financial Companies's portfolio in Q2 2026, its #375 holding.
Jones Financial Companies first reported a position in JPMorgan Core Plus Bond ETF in Q1 2024 and has held it in 10 quarters since.
508 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.