LPL Financial
JCPB icon

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
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

HWM
HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return