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Mather Group’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Mather Group’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 		$6.88M Buy
146,474
+2,373
+2% +$111K 0.06% 132
2026
Q1 		$6.78M Buy
144,101
+1,689
+1% +$80.2K 0.07% 107
2025
Q4 		$6.74M Sell
142,412
-1,553
-1% -$73.9K 0.07% 104
2025
Q3 		$6.85M Buy
143,965
+4,770
+3% +$224K 0.07% 101
2025
Q2 		$6.55M Buy
139,195
+939
+0.7% +$43.6K 0.07% 103
2025
Q1 		$6.5M Buy
138,256
+5,135
+4% +$239K 0.08% 98
2024
Q4 		$6.13M Buy
133,121
+748
+0.6% +$35.1K 0.08% 103
2024
Q3 		$6.39M Buy
132,373
+4,920
+4% +$234K 0.08% 102
2024
Q2 		$5.95M Buy
127,453
+5,557
+5% +$255K 0.07% 113
2024
Q1 		$5.74M Hold
121,896
– – 0.09% 84
2023
Q4 		$5.74M Buy
121,896
+20,727
+20% +$936K 0.09% 87
2023
Q3 		$4.52M Buy
101,169
+5,613
+6% +$257K 0.08% 93
2023
Q2 		$4.45M Buy
95,556
+10,379
+12% +$488K 0.07% 101
2023
Q1 		$4.04M Sell
85,177
-1,789
-2% -$84K 0.07% 94
2022
Q4 		$3.99M Buy
86,966
+65,047
+297% +$2.99M 0.08% 92
2022
Q3 		$1.01M Buy
+21,919
New +$1.05M 0.02% 196

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

Mather Group's JCPB Position: Q2 2026 in Review

Mather Group increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 1.6% in Q2 2026, buying an estimated $111K and bringing the position to 146,474 shares worth $6.88M. The position accounts for 0.06% of the portfolio, ranked #132.

Mather Group first reported a position in JCPB in Q3 2022 and has held it in 16 quarters since. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Mather Group held 146,474 shares of JPMorgan Core Plus Bond ETF worth $6.88M as of Q2 2026.
  • Mather Group bought 2,373 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $111K.
  • JPMorgan Core Plus Bond ETF made up 0.06% of Mather Group's portfolio in Q2 2026, its #132 holding.
  • Mather Group first reported a position in JPMorgan Core Plus Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • 503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.