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JT Stratford LLC’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

JT Stratford LLC’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 		$536K Buy
+11,427
New +$536K 0.06% 209
2026
Q1 		– Sell
-4,275
Closed -$202K – 315
2025
Q4 		$202K Sell
4,275
-598
-12% -$28.4K 0.03% 293
2025
Q3 		$232K Buy
4,873
+4
+0.1% +$188 0.03% 286
2025
Q2 		$229K Sell
4,869
-9,102
-65% -$423K 0.03% 271
2025
Q1 		$657K Buy
+13,971
New +$650K 0.12% 173

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

JT Stratford LLC's JCPB Position: Q2 2026 in Review

JT Stratford LLC opened a new position in JPMorgan Core Plus Bond ETF (JCPB) in Q2 2026: 11,427 shares worth $536K. The stake represents 0.06% of the portfolio and ranks #209 among its holdings. This is a return to the name: JT Stratford LLC previously reported a position in JCPB as recently as Q4 2025.

JT Stratford LLC first reported a position in JCPB in Q1 2025 and has held it in 5 quarters since. The position peaked at $657K in Q1 2025. 506 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • JT Stratford LLC held 11,427 shares of JPMorgan Core Plus Bond ETF worth $536K as of Q2 2026.
  • JPMorgan Core Plus Bond ETF was a new JT Stratford LLC position in Q2 2026.
  • JPMorgan Core Plus Bond ETF made up 0.06% of JT Stratford LLC's portfolio in Q2 2026, its #209 holding.
  • JT Stratford LLC first reported a position in JPMorgan Core Plus Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • JT Stratford LLC's JPMorgan Core Plus Bond ETF position peaked at $657K in Q1 2025.
  • 506 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on JT Stratford LLC's 13F filing for Q2 2026, filed 14 Aug 2026.