MML Investors Services’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

MML Investors Services’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	$64.7M	Buy	1,377,499 +579,225	+73%	+$27.2M	0.13%	149
2026 Q1	$37.6M	Buy	798,274 +277,030	+53%	+$13.1M	0.1%	192
2025 Q4	$24.7M	Buy	521,244 +283,268	+119%	+$13.5M	0.06%	307
2025 Q3	$11.3M	Buy	237,976 +8,920	+4%	+$420K	0.03%	507
2025 Q2	$10.8M	Buy	229,056 +96,657	+73%	+$4.49M	0.03%	500
2025 Q1	$6.23M	Sell	132,399 -228,361	-63%	-$10.6M	0.02%	647
2024 Q4	$16.6M	Sell	360,760 -17,249	-5%	-$809K	0.06%	329
2024 Q3	$18.2M	Buy	378,009 +226,071	+149%	+$10.7M	0.07%	287
2024 Q2	$7.04M	Buy	151,938 +53,371	+54%	+$2.45M	0.03%	523
2024 Q1	$4.6M	Buy	98,567 +58,042	+143%	+$2.7M	0.02%	671
2023 Q4	$1.91M	Buy	40,525 +12,680	+46%	+$573K	0.01%	1017
2023 Q3	$1.24M	Buy	27,845 +7,790	+39%	+$356K	0.01%	1123
2023 Q2	$934K	Buy	20,055 +14,437	+257%	+$679K	0.01%	1260
2023 Q1	$266K	Buy	+5,618	New	+$264K	﹤0.01%	1753
2022 Q4	–	Sell	-15,068	Closed	-$691K	–	2192
2022 Q3	$691K	Sell	15,068 -327	-2%	-$15.7K	0.01%	1257
2022 Q2	$740K	Buy	+15,395	New	+$751K	0.01%	1192

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

MML Investors Services's JCPB Position: Q2 2026 in Review

MML Investors Services increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 73% in Q2 2026, buying an estimated $27.2M and bringing the position to 1,377,499 shares worth $64.7M. The position accounts for 0.13% of the portfolio, ranked #149.

MML Investors Services first reported a position in JCPB in Q2 2022 and has held it in 16 quarters since. 508 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

MML Investors Services held 1,377,499 shares of JPMorgan Core Plus Bond ETF worth $64.7M as of Q2 2026.
MML Investors Services bought 579,225 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $27.2M.
JPMorgan Core Plus Bond ETF made up 0.13% of MML Investors Services's portfolio in Q2 2026, its #149 holding.
MML Investors Services first reported a position in JPMorgan Core Plus Bond ETF in Q2 2022 and has held it in 16 quarters since.
508 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.