Northwestern Mutual Wealth Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Northwestern Mutual Wealth 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	$222M	Buy	4,729,235 +1,656,571	+54%	+$77.7M	0.12%	98
2026 Q1	$145M	Buy	3,072,664 +236,893	+8%	+$11.2M	0.09%	115
2025 Q4	$134M	Buy	2,835,771 +341,722	+14%	+$16.3M	0.08%	117
2025 Q3	$119M	Buy	2,494,049 +833,135	+50%	+$39.2M	0.08%	124
2025 Q2	$78.2M	Buy	1,660,914 +160,660	+11%	+$7.46M	0.06%	163
2025 Q1	$70.6M	Buy	1,500,254 +641,309	+75%	+$29.8M	0.06%	157
2024 Q4	$39.6M	Buy	858,945 +751,502	+699%	+$35.2M	0.03%	243
2024 Q3	$5.18M	Buy	107,443 +90,498	+534%	+$4.3M	﹤0.01%	611
2024 Q2	$785K	Buy	16,945 +2,461	+17%	+$113K	﹤0.01%	1101
2024 Q1	$676K	Buy	14,484 +11,399	+369%	+$530K	﹤0.01%	1143
2023 Q4	$145K	Buy	3,085 +3,047	+8,018%	+$138K	﹤0.01%	1630
2023 Q3	$1.7K	Buy	+38	New	+$1.74K	﹤0.01%	2977
2022 Q2	–	Sell	-16	Closed	-$1K	–	3320
2022 Q1	$1K	Buy	+16	New	+$838	﹤0.01%	2996
2021 Q2	–	Sell	-7	Closed	–	–	3094
2021 Q1	$0	Buy	+7	New	+$383	﹤0.01%	2877

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

Northwestern Mutual Wealth Management's JCPB Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 54% in Q2 2026, buying an estimated $77.7M and bringing the position to 4,729,235 shares worth $222M. The position accounts for 0.12% of the portfolio, ranked #98.

Northwestern Mutual Wealth Management first reported a position in JCPB in Q1 2021 and has held it in 14 quarters since. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Northwestern Mutual Wealth Management held 4,729,235 shares of JPMorgan Core Plus Bond ETF worth $222M as of Q2 2026.
Northwestern Mutual Wealth Management bought 1,656,571 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $77.7M.
JPMorgan Core Plus Bond ETF made up 0.12% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #98 holding.
Northwestern Mutual Wealth Management first reported a position in JPMorgan Core Plus Bond ETF in Q1 2021 and has held it in 14 quarters since.
503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.