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Per Stirling Capital Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Per Stirling Capital Management’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 		$12.5M Buy
266,337
+21,075
+9% +$988K 1.19% 25
2026
Q1 		$11.5M Sell
245,262
-3,836
-2% -$182K 1.28% 24
2025
Q4 		$11.8M Buy
249,098
+210,869
+552% +$10M 1.32% 24
2025
Q3 		$1.82M Sell
38,229
-105,049
-73% -$4.94M 0.22% 83
2025
Q2 		$6.74M Sell
143,278
-2,464
-2% -$114K 0.88% 33
2025
Q1 		$6.86M Sell
145,742
-2,811
-2% -$131K 0.99% 31
2024
Q4 		$6.84M Sell
148,553
-31,232
-17% -$1.46M 0.97% 30
2024
Q3 		$8.67M Buy
179,785
+907
+0.5% +$43.1K 1.2% 19
2024
Q2 		$8.29M Sell
178,878
-4,445
-2% -$204K 1.33% 18
2024
Q1 		$8.55M Buy
183,323
+5,658
+3% +$263K 1.43% 17
2023
Q4 		$8.37M Buy
177,665
+7,485
+4% +$338K 1.53% 16
2023
Q3 		$7.6M Buy
170,180
+18,040
+12% +$826K 1.58% 16
2023
Q2 		$7.09M Buy
152,140
+131,320
+631% +$6.17M 1.44% 18
2023
Q1 		$987K Buy
20,820
+1,261
+6% +$59.2K 0.21% 70
2022
Q4 		$898K Buy
+19,559
New +$898K 0.16% 84

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

Per Stirling Capital Management's JCPB Position: Q2 2026 in Review

Per Stirling Capital Management increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 8.6% in Q2 2026, buying an estimated $988K and bringing the position to 266,337 shares worth $12.5M. The position accounts for 1.19% of the portfolio, ranked #25.

Per Stirling Capital Management first reported a position in JCPB in Q4 2022 and has held it in 15 quarters since. 508 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Per Stirling Capital Management held 266,337 shares of JPMorgan Core Plus Bond ETF worth $12.5M as of Q2 2026.
  • Per Stirling Capital Management bought 21,075 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $988K.
  • JPMorgan Core Plus Bond ETF made up 1.19% of Per Stirling Capital Management's portfolio in Q2 2026, its #25 holding.
  • Per Stirling Capital Management first reported a position in JPMorgan Core Plus Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 508 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Per Stirling Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.