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 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

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

LPL Financial's JCPB Position: Q2 2026 in Review

LPL Financial increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 99% in Q2 2026, buying an estimated $77.9M and bringing the position to 3,334,790 shares worth $157M. The position accounts for 0.04% of the portfolio, ranked #476.

LPL Financial first reported a position in JCPB in Q4 2023 and has held it in 11 quarters since. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

LPL Financial held 3,334,790 shares of JPMorgan Core Plus Bond ETF worth $157M as of Q2 2026.
LPL Financial bought 1,661,136 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $77.9M.
JPMorgan Core Plus Bond ETF made up 0.04% of LPL Financial's portfolio in Q2 2026, its #476 holding.
LPL Financial first reported a position in JPMorgan Core Plus Bond ETF in Q4 2023 and has held it in 11 quarters since.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.