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

Lee Financial’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	$377K	Buy	+8,034	New	+$377K	0.05%	125

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

Lee Financial's JCPB Position: Q2 2026 in Review

Lee Financial opened a new position in JPMorgan Core Plus Bond ETF (JCPB) in Q2 2026: 8,034 shares worth $377K. The stake represents 0.05% of the portfolio and ranks #125 among its holdings.

503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Lee Financial held 8,034 shares of JPMorgan Core Plus Bond ETF worth $377K as of Q2 2026.
JPMorgan Core Plus Bond ETF was a new Lee Financial position in Q2 2026.
JPMorgan Core Plus Bond ETF made up 0.05% of Lee Financial's portfolio in Q2 2026, its #125 holding.
503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Lee Financial's 13F filing for Q2 2026, filed 22 Jul 2026.