Oppenheimer & Co’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Oppenheimer & Co’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	$9.17M	Buy	195,359 +18,796	+11%	+$881K	0.1%	212
2026 Q1	$8.31M	Buy	176,563 +13,364	+8%	+$634K	0.1%	216
2025 Q4	$7.73M	Buy	163,199 +7,228	+5%	+$344K	0.11%	212
2025 Q3	$7.42M	Buy	155,971 +20,723	+15%	+$975K	0.09%	235
2025 Q2	$6.36M	Buy	135,248 +6,333	+5%	+$294K	0.08%	256
2025 Q1	$6.06M	Buy	128,915 +13,974	+12%	+$650K	0.09%	243
2024 Q4	$5.3M	Buy	114,941 +9,838	+9%	+$461K	0.08%	274
2024 Q3	$5.07M	Buy	105,103 +51,660	+97%	+$2.45M	0.08%	285
2024 Q2	$2.48M	Buy	53,443 +15,981	+43%	+$735K	0.04%	463
2024 Q1	$1.75M	Buy	37,462 +10,773	+40%	+$501K	0.03%	552
2023 Q4	$1.26M	Buy	26,689 +17,762	+199%	+$802K	0.02%	636
2023 Q3	$399K	Buy	+8,927	New	+$409K	0.01%	1027

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

Oppenheimer & Co's JCPB Position: Q2 2026 in Review

Oppenheimer & Co increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 11% in Q2 2026, buying an estimated $881K and bringing the position to 195,359 shares worth $9.17M. The position accounts for 0.1% of the portfolio, ranked #212.

Oppenheimer & Co first reported a position in JCPB in Q3 2023 and has held it in 12 quarters since. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Oppenheimer & Co held 195,359 shares of JPMorgan Core Plus Bond ETF worth $9.17M as of Q2 2026.
Oppenheimer & Co bought 18,796 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $881K.
JPMorgan Core Plus Bond ETF made up 0.1% of Oppenheimer & Co's portfolio in Q2 2026, its #212 holding.
Oppenheimer & Co first reported a position in JPMorgan Core Plus Bond ETF in Q3 2023 and has held it in 12 quarters since.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.