MidAtlantic Capital Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

MidAtlantic Capital 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	$2.5M	Sell	53,225 -9,609	-15%	-$451K	1.55%	17
2026 Q1	$2.96M	Sell	62,834 -1,750	-3%	-$83K	2.04%	14
2025 Q4	$3.06M	Buy	64,584 +2,156	+3%	+$103K	1.96%	14
2025 Q3	$2.97M	Sell	62,428 -919	-1%	-$43.3K	2.03%	14
2025 Q2	$2.98M	Buy	63,347 +1,608	+3%	+$74.7K	2.12%	14
2025 Q1	$2.9M	Sell	61,739 -212	-0.3%	-$9.86K	2.28%	14
2024 Q4	$2.85M	Sell	61,951 -2,396	-4%	-$112K	2.09%	13
2024 Q3	$3.1M	Buy	64,347 +49,574	+336%	+$2.35M	2.27%	12
2024 Q2	$684K	Buy	14,773 +446	+3%	+$20.5K	0.57%	43
2024 Q1	$668K	Hold	14,327	–	–	0.59%	41
2023 Q4	$675K	Buy	+14,327	New	+$647K	0.66%	39

Other funds holding JCPB

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

MidAtlantic Capital Management's JCPB Position: Q2 2026 in Review

MidAtlantic Capital Management reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 15% in Q2 2026, selling an estimated $451K and leaving 53,225 shares worth $2.5M. The position accounts for 1.55% of the portfolio, ranked #17.

MidAtlantic Capital Management first reported a position in JCPB in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.1M in Q3 2024. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

MidAtlantic Capital Management held 53,225 shares of JPMorgan Core Plus Bond ETF worth $2.5M as of Q2 2026.
MidAtlantic Capital Management sold 9,609 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $451K.
JPMorgan Core Plus Bond ETF made up 1.55% of MidAtlantic Capital Management's portfolio in Q2 2026, its #17 holding.
MidAtlantic Capital Management first reported a position in JPMorgan Core Plus Bond ETF in Q4 2023 and has held it in 11 quarters since.
MidAtlantic Capital Management's JPMorgan Core Plus Bond ETF position peaked at $3.1M in Q3 2024.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on MidAtlantic Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.