Members Trust
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Members Trust’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Members Trust’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 		$207K Buy
+4,400
New +$206K 0.01% 161

Other funds holding JCPB

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Members Trust's JCPB Position: Q2 2026 in Review

Members Trust opened a new position in JPMorgan Core Plus Bond ETF (JCPB) in Q2 2026: 4,400 shares worth $207K. The stake represents 0.01% of the portfolio and ranks #161 among its holdings.

240 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Members Trust held 4,400 shares of JPMorgan Core Plus Bond ETF worth $207K as of Q2 2026.
  • JPMorgan Core Plus Bond ETF was a new Members Trust position in Q2 2026.
  • JPMorgan Core Plus Bond ETF made up 0.01% of Members Trust's portfolio in Q2 2026, its #161 holding.
  • 240 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Members Trust's 13F filing for Q2 2026, filed 31 Jul 2026.