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MAI Capital Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

MAI Capital 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 		$416K Sell
8,861
-541
-6% -$25.4K ﹤0.01% 1405
2026
Q1 		$443K Buy
9,402
+752
+9% +$35.7K ﹤0.01% 1075
2025
Q4 		$410K Buy
8,650
+3,150
+57% +$150K ﹤0.01% 1042
2025
Q3 		$262K Buy
+5,500
New +$259K ﹤0.01% 1160

Other funds holding JCPB

Betterment LLC
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Bank of America
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

MAI Capital Management's JCPB Position: Q2 2026 in Review

MAI Capital Management reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 5.8% in Q2 2026, selling an estimated $25.4K and leaving 8,861 shares worth $416K. The position accounts for ﹤0.01% of the portfolio, ranked #1405.

MAI Capital Management first reported a position in JCPB in Q3 2025 and has held it in 4 quarters since. The position peaked at $443K in Q1 2026. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • MAI Capital Management held 8,861 shares of JPMorgan Core Plus Bond ETF worth $416K as of Q2 2026.
  • MAI Capital Management sold 541 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $25.4K.
  • JPMorgan Core Plus Bond ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1405 holding.
  • MAI Capital Management first reported a position in JPMorgan Core Plus Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • MAI Capital Management's JPMorgan Core Plus Bond ETF position peaked at $443K in Q1 2026.
  • 505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.