Oppenheimer & Co
JCPB icon

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
Q3 		$10M Buy
224,070
+28,711
+15% +$1.32M 0.11% 197
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 +$408K 0.01% 1027

Other funds holding JCPB

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
Moss Adams Wealth Advisors
Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return
First Pacific Financial
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
CGN Advisors
CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

Oppenheimer & Co's JCPB Position: Q3 2026 in Review

Oppenheimer & Co increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 15% in Q3 2026, buying an estimated $1.32M and bringing the position to 224,070 shares worth $10M. The position accounts for 0.11% of the portfolio, ranked #197.

Oppenheimer & Co first reported a position in JCPB in Q3 2023 and has held it in 13 quarters since. 284 funds tracked by Wall St. Rank hold JCPB as of Q3 2026.

  • Oppenheimer & Co held 224,070 shares of JPMorgan Core Plus Bond ETF worth $10M as of Q3 2026.
  • Oppenheimer & Co bought 28,711 JPMorgan Core Plus Bond ETF shares in Q3 2026, an estimated $1.32M.
  • JPMorgan Core Plus Bond ETF made up 0.11% of Oppenheimer & Co's portfolio in Q3 2026, its #197 holding.
  • Oppenheimer & Co first reported a position in JPMorgan Core Plus Bond ETF in Q3 2023 and has held it in 13 quarters since.
  • 284 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2026.

Based on Oppenheimer & Co's 13F filing for Q3 2026, filed 26 Oct 2026.