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Principal Securities’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Principal Securities’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 		$6.22M Buy
132,529
+6,834
+5% +$320K 0.07% 240
2026
Q1 		$5.92M Buy
125,695
+3,375
+3% +$160K 0.09% 221
2025
Q4 		$5.79M Buy
122,320
+10,469
+9% +$498K 0.09% 212
2025
Q3 		$5.32M Buy
111,851
+97,057
+656% +$4.57M 0.09% 217
2025
Q2 		$696K Buy
+14,794
New +$687K 0.01% 727

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

Principal Securities's JCPB Position: Q2 2026 in Review

Principal Securities increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 5.4% in Q2 2026, buying an estimated $320K and bringing the position to 132,529 shares worth $6.22M. The position accounts for 0.07% of the portfolio, ranked #240.

Principal Securities first reported a position in JCPB in Q2 2025 and has held it in 5 quarters since. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Principal Securities held 132,529 shares of JPMorgan Core Plus Bond ETF worth $6.22M as of Q2 2026.
  • Principal Securities bought 6,834 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $320K.
  • JPMorgan Core Plus Bond ETF made up 0.07% of Principal Securities's portfolio in Q2 2026, its #240 holding.
  • Principal Securities first reported a position in JPMorgan Core Plus Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.