JP Morgan Chase
MFSB

JP Morgan Chase’s MFS Active Core Plus Bond ETF MFSB Stock Holding History

JP Morgan Chase’s Portfolio MFSB Stock Details MFSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.82M Buy
112,212
+7,782
+7% +$194K ﹤0.01% 3928
2026
Q1 		$2.6M Buy
104,430
+12,345
+13% +$311K ﹤0.01% 3904
2025
Q4 		$2.32M Buy
92,085
+6,975
+8% +$177K ﹤0.01% 3965
2025
Q3 		$2.15M Buy
+85,110
New +$2.13M ﹤0.01% 4027
2025
Q2 		– Sell
-1,000
Closed -$24.8K – 7817
2025
Q1 		$24.8K Buy
+1,000
New +$24.7K ﹤0.01% 6093

Other funds holding MFSB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

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

JP Morgan Chase increased its MFS Active Core Plus Bond ETF (MFSB) stake by 7.5% in Q2 2026, buying an estimated $194K and bringing the position to 112,212 shares worth $2.82M. The position accounts for ﹤0.01% of the portfolio, ranked #3928.

JP Morgan Chase first reported a position in MFSB in Q1 2025 and has held it in 5 quarters since. 39 funds tracked by Wall St. Rank hold MFSB as of Q2 2026.

  • JP Morgan Chase held 112,212 shares of MFS Active Core Plus Bond ETF worth $2.82M as of Q2 2026.
  • JP Morgan Chase bought 7,782 MFS Active Core Plus Bond ETF shares in Q2 2026, an estimated $194K.
  • MFS Active Core Plus Bond ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #3928 holding.
  • JP Morgan Chase first reported a position in MFS Active Core Plus Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 39 funds tracked by Wall St. Rank held MFS Active Core Plus Bond ETF as of Q2 2026.

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