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Princeton Global Asset Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Princeton Global Asset 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 		– Sell
-122
Closed -$5.74K – 864
2026
Q1 		$5.74K Hold
122
– – ﹤0.01% 667
2025
Q4 		$5.78K Hold
122
– – ﹤0.01% 659
2025
Q3 		$5.8K Buy
+122
New +$5.74K ﹤0.01% 610

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

Princeton Global Asset Management's JCPB Position: Q2 2026 in Review

Princeton Global Asset Management sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q2 2026, closing a stake of 122 shares — an estimated $5.74K sold.

Princeton Global Asset Management first reported a position in JCPB in Q3 2025 and held it in 3 quarters. The position peaked at $5.8K in Q3 2025. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Princeton Global Asset Management reported no remaining JPMorgan Core Plus Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Princeton Global Asset Management sold 122 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $5.74K.
  • Princeton Global Asset Management first reported a position in JPMorgan Core Plus Bond ETF in Q3 2025 and held it in 3 quarters.
  • Princeton Global Asset Management's JPMorgan Core Plus Bond ETF position peaked at $5.8K in Q3 2025.
  • 505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.