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

&Partners’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	$821K	Sell	17,488 -5,748	-25%	-$270K	﹤0.01%	1530
2026 Q1	$1.09M	Buy	23,236 +80	+0.3%	+$3.8K	0.01%	1248
2025 Q4	$1.1M	Sell	23,156 -481	-2%	-$22.9K	0.01%	1172
2025 Q3	$1.1M	Buy	23,637 +13,434	+132%	+$632K	0.01%	1043
2025 Q2	$480K	Buy	+10,203	New	+$474K	﹤0.01%	1385

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

&Partners's JCPB Position: Q2 2026 in Review

&Partners reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 25% in Q2 2026, selling an estimated $270K and leaving 17,488 shares worth $821K. The position accounts for ﹤0.01% of the portfolio, ranked #1530.

&Partners first reported a position in JCPB in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.1M in Q3 2025. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

&Partners held 17,488 shares of JPMorgan Core Plus Bond ETF worth $821K as of Q2 2026.
&Partners sold 5,748 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $270K.
JPMorgan Core Plus Bond ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1530 holding.
&Partners first reported a position in JPMorgan Core Plus Bond ETF in Q2 2025 and has held it in 5 quarters since.
&Partners's JPMorgan Core Plus Bond ETF position peaked at $1.1M in Q3 2025.
503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.