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MB, Levis & Associates’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

MB, Levis & Associates’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 		$29.8K Buy
635
+8
+1% +$375 0.01% 132
2026
Q1 		$29.5K Buy
627
+7
+1% +$332 0.01% 129
2025
Q4 		$29.3K Buy
620
+8
+1% +$381 0.01% 129
2025
Q3 		$29.1K Buy
612
+7
+1% +$329 0.01% 127
2025
Q2 		$28.5K Buy
605
+8
+1% +$372 0.01% 150
2025
Q1 		$28.1K Buy
597
+7
+1% +$326 0.01% 149
2024
Q4 		$27.2K Buy
590
+8
+1% +$375 0.01% 147
2024
Q3 		$28.1K Buy
582
+7
+1% +$333 0.01% 147
2024
Q2 		$26.6K Buy
+575
New +$26.4K 0.01% 146

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

MB, Levis & Associates's JCPB Position: Q2 2026 in Review

MB, Levis & Associates increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 1.3% in Q2 2026, buying an estimated $375 and bringing the position to 635 shares worth $29.8K. The position accounts for 0.01% of the portfolio, ranked #132.

MB, Levis & Associates first reported a position in JCPB in Q2 2024 and has held it in 9 quarters since. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • MB, Levis & Associates held 635 shares of JPMorgan Core Plus Bond ETF worth $29.8K as of Q2 2026.
  • MB, Levis & Associates bought 8 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $375.
  • JPMorgan Core Plus Bond ETF made up 0.01% of MB, Levis & Associates's portfolio in Q2 2026, its #132 holding.
  • MB, Levis & Associates first reported a position in JPMorgan Core Plus Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • 505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on MB, Levis & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.