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Parkside Financial Bank & Trust’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Parkside Financial Bank & Trust’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 		$108K Buy
+2,299
New +$108K 0.01% 706
2025
Q3 		– Sell
-642
Closed -$30.2K – 2762
2025
Q2 		$30.2K Hold
642
– – ﹤0.01% 1081
2025
Q1 		$30.2K Hold
642
– – ﹤0.01% 997
2024
Q4 		$29.6K Hold
642
– – ﹤0.01% 969
2024
Q3 		$31K Buy
+642
New +$30.5K ﹤0.01% 942

Other funds holding JCPB

Betterment LLC
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Bank of America
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

Parkside Financial Bank & Trust's JCPB Position: Q2 2026 in Review

Parkside Financial Bank & Trust opened a new position in JPMorgan Core Plus Bond ETF (JCPB) in Q2 2026: 2,299 shares worth $108K. The stake represents 0.01% of the portfolio and ranks #706 among its holdings. This is a return to the name: Parkside Financial Bank & Trust previously reported a position in JCPB as recently as Q2 2025.

Parkside Financial Bank & Trust first reported a position in JCPB in Q3 2024 and has held it in 5 quarters since. 508 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Parkside Financial Bank & Trust held 2,299 shares of JPMorgan Core Plus Bond ETF worth $108K as of Q2 2026.
  • JPMorgan Core Plus Bond ETF was a new Parkside Financial Bank & Trust position in Q2 2026.
  • JPMorgan Core Plus Bond ETF made up 0.01% of Parkside Financial Bank & Trust's portfolio in Q2 2026, its #706 holding.
  • Parkside Financial Bank & Trust first reported a position in JPMorgan Core Plus Bond ETF in Q3 2024 and has held it in 5 quarters since.
  • 508 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2026, filed 4 Sep 2026.