Lodestar Private Asset Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Lodestar Private Asset Management’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	$7.1M	Sell	151,302 -2,065	-1%	-$96.8K	0.61%	42
2026 Q1	$7.22M	Buy	153,367 +3,257	+2%	+$155K	0.71%	39
2025 Q4	$7.11M	Buy	150,110 +4,930	+3%	+$235K	0.71%	39
2025 Q3	$6.9M	Buy	145,180 +1,456	+1%	+$68.5K	0.72%	39
2025 Q2	$6.76M	Sell	143,724 -1,801	-1%	-$83.7K	0.78%	38
2025 Q1	$6.85M	Buy	145,525 +567	+0.4%	+$26.4K	0.86%	36
2024 Q4	$6.68M	Buy	144,958 +5,949	+4%	+$279K	0.84%	35
2024 Q3	$6.71M	Buy	139,009 +15,937	+13%	+$757K	0.85%	36
2024 Q2	$5.7M	Buy	123,072 +20,778	+20%	+$955K	0.78%	37
2024 Q1	$4.77M	Buy	102,294 +13,052	+15%	+$607K	0.68%	41
2023 Q4	$4.2M	Buy	89,242 +30,504	+52%	+$1.38M	0.64%	41
2023 Q3	$2.62M	Buy	+58,738	New	+$2.69M	0.45%	55

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

Lodestar Private Asset Management's JCPB Position: Q2 2026 in Review

Lodestar Private Asset Management reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 1.3% in Q2 2026, selling an estimated $96.8K and leaving 151,302 shares worth $7.1M. The position accounts for 0.61% of the portfolio, ranked #42.

Lodestar Private Asset Management first reported a position in JCPB in Q3 2023 and has held it in 12 quarters since. The position peaked at $7.22M in Q1 2026. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Lodestar Private Asset Management held 151,302 shares of JPMorgan Core Plus Bond ETF worth $7.1M as of Q2 2026.
Lodestar Private Asset Management sold 2,065 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $96.8K.
JPMorgan Core Plus Bond ETF made up 0.61% of Lodestar Private Asset Management's portfolio in Q2 2026, its #42 holding.
Lodestar Private Asset Management first reported a position in JPMorgan Core Plus Bond ETF in Q3 2023 and has held it in 12 quarters since.
Lodestar Private Asset Management's JPMorgan Core Plus Bond ETF position peaked at $7.22M in Q1 2026.
503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.