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

LPL 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 Q3	$156M	Buy	3,478,590 +143,800	+4%	+$6.62M	0.03%	500
2026 Q2	$157M	Buy	3,334,790 +1,661,136	+99%	+$77.9M	0.04%	476
2026 Q1	$78.8M	Buy	1,673,654 +1,367,293	+446%	+$64.9M	0.02%	699
2025 Q4	$14.5M	Buy	306,361 +61,761	+25%	+$2.94M	﹤0.01%	1629
2025 Q3	$11.6M	Buy	244,600 +74,726	+44%	+$3.52M	﹤0.01%	1731
2025 Q2	$7.99M	Buy	169,874 +44,276	+35%	+$2.06M	﹤0.01%	1919
2025 Q1	$5.91M	Sell	125,598 -9,889	-7%	-$460K	﹤0.01%	2011
2024 Q4	$6.24M	Buy	135,487 +375	+0.3%	+$17.6K	﹤0.01%	1890
2024 Q3	$6.52M	Buy	135,112 +81,061	+150%	+$3.85M	﹤0.01%	1775
2024 Q2	$2.5M	Buy	54,051 +38,567	+249%	+$1.77M	﹤0.01%	2405
2024 Q1	$722K	Buy	15,484 +5,169	+50%	+$240K	﹤0.01%	3456
2023 Q4	$486K	Buy	+10,315	New	+$466K	﹤0.01%	3687

Other funds holding JCPB

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

LPL Financial's JCPB Position: Q3 2026 in Review

LPL Financial increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 4.3% in Q3 2026, buying an estimated $6.62M and bringing the position to 3,478,590 shares worth $156M. The position accounts for 0.03% of the portfolio, ranked #500.

LPL Financial first reported a position in JCPB in Q4 2023 and has held it in 12 quarters since. The position peaked at $157M in Q2 2026. 325 funds tracked by Wall St. Rank hold JCPB as of Q3 2026.

LPL Financial held 3,478,590 shares of JPMorgan Core Plus Bond ETF worth $156M as of Q3 2026.
LPL Financial bought 143,800 JPMorgan Core Plus Bond ETF shares in Q3 2026, an estimated $6.62M.
JPMorgan Core Plus Bond ETF made up 0.03% of LPL Financial's portfolio in Q3 2026, its #500 holding.
LPL Financial first reported a position in JPMorgan Core Plus Bond ETF in Q4 2023 and has held it in 12 quarters since.
LPL Financial's JPMorgan Core Plus Bond ETF position peaked at $157M in Q2 2026.
325 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.