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

National Philanthropic 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	$278K	Buy	+5,920	New	+$278K	﹤0.01%	349

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

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

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

National Philanthropic Trust's JCPB Position: Q2 2026 in Review

National Philanthropic Trust opened a new position in JPMorgan Core Plus Bond ETF (JCPB) in Q2 2026: 5,920 shares worth $278K. The stake represents ﹤0.01% of the portfolio and ranks #349 among its holdings.

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

National Philanthropic Trust held 5,920 shares of JPMorgan Core Plus Bond ETF worth $278K as of Q2 2026.
JPMorgan Core Plus Bond ETF was a new National Philanthropic Trust position in Q2 2026.
JPMorgan Core Plus Bond ETF made up ﹤0.01% of National Philanthropic Trust's portfolio in Q2 2026, its #349 holding.
489 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on National Philanthropic Trust's 13F filing for Q2 2026, filed 14 Aug 2026.