Mariner’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Mariner’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	$253M	Buy	5,400,464 +672,849	+14%	+$31.6M	0.27%	68
2026 Q1	$223M	Buy	4,727,615 +1,094,659	+30%	+$51.9M	0.26%	69
2025 Q4	$172M	Buy	3,632,956 +694,145	+24%	+$33M	0.2%	85
2025 Q3	$140M	Buy	2,938,811 +303,831	+12%	+$14.3M	0.18%	108
2025 Q2	$124M	Buy	2,634,980 +215,650	+9%	+$10M	0.18%	111
2025 Q1	$114M	Buy	2,419,330 +769,781	+47%	+$35.8M	0.19%	106
2024 Q4	$76M	Buy	1,649,549 +492,728	+43%	+$23.1M	0.13%	141
2024 Q3	$55.8M	Buy	1,156,821 +310,775	+37%	+$14.8M	0.1%	193
2024 Q2	$39.2M	Buy	846,046 +683,242	+420%	+$31.4M	0.08%	225
2024 Q1	$7.59M	Buy	162,804 +90,005	+124%	+$4.19M	0.02%	590
2023 Q4	$3.43M	Buy	72,799 +9,283	+15%	+$419K	0.01%	825
2023 Q3	$2.84M	Buy	63,516 +38,485	+154%	+$1.76M	0.01%	833
2023 Q2	$1.17M	Buy	25,031 +223	+0.9%	+$10.5K	﹤0.01%	1214
2023 Q1	$1.18M	Buy	+24,808	New	+$1.16M	﹤0.01%	1194
2022 Q2	–	Sell	-12,611	Closed	-$644K	–	1416
2022 Q1	$644K	Buy	+12,611	New	+$661K	﹤0.01%	1057

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Mariner's JCPB Position: Q2 2026 in Review

Mariner increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 14% in Q2 2026, buying an estimated $31.6M and bringing the position to 5,400,464 shares worth $253M. The position accounts for 0.27% of the portfolio, ranked #68.

Mariner first reported a position in JCPB in Q1 2022 and has held it in 15 quarters since. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Mariner held 5,400,464 shares of JPMorgan Core Plus Bond ETF worth $253M as of Q2 2026.
Mariner bought 672,849 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $31.6M.
JPMorgan Core Plus Bond ETF made up 0.27% of Mariner's portfolio in Q2 2026, its #68 holding.
Mariner first reported a position in JPMorgan Core Plus Bond ETF in Q1 2022 and has held it in 15 quarters since.
503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.