Morgan Stanley
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Morgan Stanley’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Morgan Stanley’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 		$588M Buy
12,525,713
+4,163,299
+50% +$195M 0.03% 503
2026
Q1 		$394M Buy
8,362,414
+1,939,353
+30% +$92M 0.02% 626
2025
Q4 		$304M Buy
6,423,061
+2,177,142
+51% +$104M 0.02% 743
2025
Q3 		$202M Buy
4,245,919
+1,130,547
+36% +$53.2M 0.01% 930
2025
Q2 		$147M Buy
3,115,372
+563,913
+22% +$26.2M 0.01% 1064
2025
Q1 		$120M Buy
2,551,459
+1,143,028
+81% +$53.2M 0.01% 1123
2024
Q4 		$64.9M Buy
1,408,431
+402,618
+40% +$18.9M ﹤0.01% 1595
2024
Q3 		$48.5M Buy
1,005,813
+182,918
+22% +$8.69M ﹤0.01% 1841
2024
Q2 		$38.1M Sell
822,895
-4,689
-0.6% -$216K ﹤0.01% 2008
2024
Q1 		$38.6M Buy
827,584
+115,612
+16% +$5.38M ﹤0.01% 2003
2023
Q4 		$33.5M Buy
711,972
+175,363
+33% +$7.92M ﹤0.01% 2136
2023
Q3 		$24M Buy
536,609
+88,159
+20% +$4.03M ﹤0.01% 2268
2023
Q2 		$20.9M Sell
448,450
-37,658
-8% -$1.77M ﹤0.01% 2429
2023
Q1 		$23M Buy
486,108
+115,168
+31% +$5.41M ﹤0.01% 2269
2022
Q4 		$17M Buy
370,940
+95,532
+35% +$4.39M ﹤0.01% 2508
2022
Q3 		$12.6M Buy
275,408
+31,390
+13% +$1.51M ﹤0.01% 2711
2022
Q2 		$11.7M Buy
244,018
+138,205
+131% +$6.74M ﹤0.01% 2905
2022
Q1 		$5.4M Buy
105,813
+105,812
+10,581,200% +$5.54M ﹤0.01% 3609
2021
Q4 		$0 Sell
1
-76
-99% -$4.13K ﹤0.01% 8036
2021
Q3 		$4K Hold
77
– – ﹤0.01% 7543
2021
Q2 		$4K Sell
77
-15,842
-100% -$861K ﹤0.01% 7444
2021
Q1 		$858K Buy
15,919
+5,729
+56% +$314K ﹤0.01% 4826
2020
Q4 		$568K Buy
+10,190
New +$569K ﹤0.01% 5002

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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley's JCPB Position: Q2 2026 in Review

Morgan Stanley increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 50% in Q2 2026, buying an estimated $195M and bringing the position to 12,525,713 shares worth $588M. The position accounts for 0.03% of the portfolio, ranked #503.

Morgan Stanley first reported a position in JCPB in Q4 2020 and has held it in 23 quarters since. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Morgan Stanley held 12,525,713 shares of JPMorgan Core Plus Bond ETF worth $588M as of Q2 2026.
  • Morgan Stanley bought 4,163,299 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $195M.
  • JPMorgan Core Plus Bond ETF made up 0.03% of Morgan Stanley's portfolio in Q2 2026, its #503 holding.
  • Morgan Stanley first reported a position in JPMorgan Core Plus Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • 503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.