OpenArc Corporate Advisory’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

OpenArc Corporate Advisory’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	$254M	Buy	5,415,913 +605,641	+13%	+$28.4M	3.02%	5
2026 Q1	$226M	Buy	4,810,272 +566,783	+13%	+$26.9M	3.24%	5
2025 Q4	$201M	Buy	+4,243,489	New	+$202M	3.32%	5

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

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

OpenArc Corporate Advisory's JCPB Position: Q2 2026 in Review

OpenArc Corporate Advisory increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 13% in Q2 2026, buying an estimated $28.4M and bringing the position to 5,415,913 shares worth $254M. The position accounts for 3.02% of the portfolio, ranked #5.

OpenArc Corporate Advisory first reported a position in JCPB in Q4 2025 and has held it in 3 quarters since. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

OpenArc Corporate Advisory held 5,415,913 shares of JPMorgan Core Plus Bond ETF worth $254M as of Q2 2026.
OpenArc Corporate Advisory bought 605,641 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $28.4M.
JPMorgan Core Plus Bond ETF made up 3.02% of OpenArc Corporate Advisory's portfolio in Q2 2026, its #5 holding.
OpenArc Corporate Advisory first reported a position in JPMorgan Core Plus Bond ETF in Q4 2025 and has held it in 3 quarters since.
503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on OpenArc Corporate Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.