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Martin Investment Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Martin Investment 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 		$287K Hold
6,114
– – 0.1% 41
2026
Q1 		$288K Buy
6,114
+1,410
+30% +$66.9K 0.09% 42
2025
Q4 		$223K Hold
4,704
– – 0.06% 48
2025
Q3 		$224K Buy
+4,704
New +$221K 0.06% 51

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

Martin Investment Management's JCPB Position: Q2 2026 in Review

Martin Investment Management held its JPMorgan Core Plus Bond ETF (JCPB) position steady in Q2 2026 at 6,114 shares worth $287K. The position accounts for 0.1% of the portfolio, ranked #41.

Martin Investment Management first reported a position in JCPB in Q3 2025 and has held it in 4 quarters since. The position peaked at $288K in Q1 2026. 506 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Martin Investment Management held 6,114 shares of JPMorgan Core Plus Bond ETF worth $287K as of Q2 2026.
  • Martin Investment Management left its JPMorgan Core Plus Bond ETF share count unchanged in Q2 2026.
  • JPMorgan Core Plus Bond ETF made up 0.1% of Martin Investment Management's portfolio in Q2 2026, its #41 holding.
  • Martin Investment Management first reported a position in JPMorgan Core Plus Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Martin Investment Management's JPMorgan Core Plus Bond ETF position peaked at $288K in Q1 2026.
  • 506 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Martin Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.