Mercer Global Advisors
JCPB icon

Mercer Global Advisors’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Mercer Global Advisors’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 		$237K Sell
5,056
-531
-10% -$24.9K ﹤0.01% 3068
2026
Q1 		$263K Buy
5,587
+725
+15% +$34.4K ﹤0.01% 2564
2025
Q4 		$230K Buy
+4,862
New +$231K ﹤0.01% 2452

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

Mercer Global Advisors's JCPB Position: Q2 2026 in Review

Mercer Global Advisors reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 9.5% in Q2 2026, selling an estimated $24.9K and leaving 5,056 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #3068.

Mercer Global Advisors first reported a position in JCPB in Q4 2025 and has held it in 3 quarters since. The position peaked at $263K in Q1 2026. 506 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Mercer Global Advisors held 5,056 shares of JPMorgan Core Plus Bond ETF worth $237K as of Q2 2026.
  • Mercer Global Advisors sold 531 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $24.9K.
  • JPMorgan Core Plus Bond ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #3068 holding.
  • Mercer Global Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Mercer Global Advisors's JPMorgan Core Plus Bond ETF position peaked at $263K in Q1 2026.
  • 506 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.