JP Morgan Chase
JCPB icon

JP Morgan Chase’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

JP Morgan Chase’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 		$357M Buy
7,576,615
+2,033,334
+37% +$95.4M 0.02% 553
2026
Q1 		$260M Buy
5,543,281
+1,062,316
+24% +$50.4M 0.02% 594
2025
Q4 		$212M Buy
4,480,965
+493,653
+12% +$23.5M 0.01% 649
2025
Q3 		$190M Buy
3,987,312
+91,136
+2% +$4.29M 0.01% 718
2025
Q2 		$183M Buy
3,896,176
+419,773
+12% +$19.5M 0.01% 713
2025
Q1 		$164M Buy
3,476,403
+375,508
+12% +$17.5M 0.01% 743
2024
Q4 		$143M Buy
3,100,895
+866,519
+39% +$40.6M 0.01% 785
2024
Q3 		$108M Buy
2,234,376
+279,898
+14% +$13.3M 0.01% 920
2024
Q2 		$90.6M Sell
1,954,478
-1,289,612
-40% -$59.3M 0.01% 953
2024
Q1 		$151M Sell
3,244,090
-785
-0% -$36.5K 0.01% 759
2023
Q4 		$153M Buy
3,244,875
+390,546
+14% +$17.6M 0.01% 704
2023
Q3 		$128M Buy
2,854,329
+1,275,986
+81% +$58.4M 0.01% 718
2023
Q2 		$73.5M Buy
1,578,343
+46,783
+3% +$2.2M 0.01% 968
2023
Q1 		$72.6M Buy
1,531,560
+308,709
+25% +$14.5M 0.01% 926
2022
Q4 		$56.2M Buy
1,222,851
+36,404
+3% +$1.67M 0.01% 1050
2022
Q3 		$54.4M Buy
1,186,447
+47,831
+4% +$2.29M 0.01% 1015
2022
Q2 		$54.7M Buy
1,138,616
+8,063
+0.7% +$393K 0.01% 995
2022
Q1 		$57.7M Buy
1,130,553
+54,845
+5% +$2.87M 0.01% 1089
2021
Q4 		$58.4M Buy
1,075,708
+331,788
+45% +$18M 0.01% 1136
2021
Q3 		$40.5M Sell
743,920
-1,067,259
-59% -$58.6M 0.01% 1293
2021
Q2 		$99.2M Buy
1,811,179
+1,320,657
+269% +$71.7M 0.01% 899
2021
Q1 		$26.4M Buy
490,522
+134,242
+38% +$7.35M ﹤0.01% 1526
2020
Q4 		$19.9M Sell
356,280
-8,966
-2% -$500K ﹤0.01% 1617
2020
Q3 		$20.4M Sell
365,246
-124,754
-25% -$6.97M ﹤0.01% 1480
2020
Q2 		$27M Hold
490,000
– – 0.01% 1188
2020
Q1 		$26.5M Hold
490,000
– – 0.01% 1086
2019
Q4 		$25.8M Hold
490,000
– – ﹤0.01% 1396
2019
Q3 		$26.2M Hold
490,000
– – 0.01% 1385
2019
Q2 		$25.6M Hold
490,000
– – 0.01% 1384
2019
Q1 		$25.1M Buy
+490,000
New +$24.9M 0.01% 1390

Other funds holding JCPB

Betterment LLC
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
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
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Bank of America
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

JP Morgan Chase's JCPB Position: Q2 2026 in Review

JP Morgan Chase increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 37% in Q2 2026, buying an estimated $95.4M and bringing the position to 7,576,615 shares worth $357M. The position accounts for 0.02% of the portfolio, ranked #553.

JP Morgan Chase first reported a position in JCPB in Q1 2019 and has held it in 30 quarters since. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • JP Morgan Chase held 7,576,615 shares of JPMorgan Core Plus Bond ETF worth $357M as of Q2 2026.
  • JP Morgan Chase bought 2,033,334 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $95.4M.
  • JPMorgan Core Plus Bond ETF made up 0.02% of JP Morgan Chase's portfolio in Q2 2026, its #553 holding.
  • JP Morgan Chase first reported a position in JPMorgan Core Plus Bond ETF in Q1 2019 and has held it in 30 quarters since.
  • 503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.