Old Point Trust & Financial Services N A’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Old Point Trust & Financial Services N A’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	$2.91M	Buy	62,084 +11,981	+24%	+$562K	0.88%	38
2026 Q1	$2.36M	Buy	50,103 +8,315	+20%	+$395K	0.76%	43
2025 Q4	$1.98M	Buy	41,788 +14,912	+55%	+$709K	0.62%	44
2025 Q3	$1.28M	Buy	26,876 +16,790	+166%	+$790K	0.41%	56
2025 Q2	$475K	Buy	10,086 +5,065	+101%	+$235K	0.17%	88
2025 Q1	$236K	Buy	5,021 +4,015	+399%	+$187K	0.08%	122
2024 Q4	$46.3K	Buy	+1,006	New	+$47.2K	0.02%	186

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

Old Point Trust & Financial Services N A's JCPB Position: Q2 2026 in Review

Old Point Trust & Financial Services N A increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 24% in Q2 2026, buying an estimated $562K and bringing the position to 62,084 shares worth $2.91M. The position accounts for 0.88% of the portfolio, ranked #38.

Old Point Trust & Financial Services N A first reported a position in JCPB in Q4 2024 and has held it in 7 quarters since. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Old Point Trust & Financial Services N A held 62,084 shares of JPMorgan Core Plus Bond ETF worth $2.91M as of Q2 2026.
Old Point Trust & Financial Services N A bought 11,981 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $562K.
JPMorgan Core Plus Bond ETF made up 0.88% of Old Point Trust & Financial Services N A's portfolio in Q2 2026, its #38 holding.
Old Point Trust & Financial Services N A first reported a position in JPMorgan Core Plus Bond ETF in Q4 2024 and has held it in 7 quarters since.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Old Point Trust & Financial Services N A's 13F filing for Q2 2026, filed 30 Jul 2026.