NBT Bank’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

NBT Bank’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	$29.6K	Hold	630	–	–	﹤0.01%	590
2026 Q1	$29.7K	Hold	630	–	–	﹤0.01%	558
2025 Q4	$29.8K	Hold	630	–	–	﹤0.01%	554
2025 Q3	$30K	Hold	630	–	–	﹤0.01%	554
2025 Q2	$29.6K	Hold	630	–	–	﹤0.01%	552
2025 Q1	$29.6K	Sell	630 -283	-31%	-$13.2K	﹤0.01%	549
2024 Q4	$42.1K	Hold	913	–	–	﹤0.01%	516
2024 Q3	$44K	Buy	+913	New	+$43.4K	﹤0.01%	536

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

NBT Bank's JCPB Position: Q2 2026 in Review

NBT Bank held its JPMorgan Core Plus Bond ETF (JCPB) position steady in Q2 2026 at 630 shares worth $29.6K. The position accounts for ﹤0.01% of the portfolio, ranked #590.

NBT Bank first reported a position in JCPB in Q3 2024 and has held it in 8 quarters since. The position peaked at $44K in Q3 2024. 506 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

NBT Bank held 630 shares of JPMorgan Core Plus Bond ETF worth $29.6K as of Q2 2026.
NBT Bank left its JPMorgan Core Plus Bond ETF share count unchanged in Q2 2026.
JPMorgan Core Plus Bond ETF made up ﹤0.01% of NBT Bank's portfolio in Q2 2026, its #590 holding.
NBT Bank first reported a position in JPMorgan Core Plus Bond ETF in Q3 2024 and has held it in 8 quarters since.
NBT Bank's JPMorgan Core Plus Bond ETF position peaked at $44K in Q3 2024.
506 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on NBT Bank's 13F filing for Q2 2026, filed 29 Jul 2026.