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Private Trust Company’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Private Trust Company’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 		$106K Buy
+2,258
New +$106K 0.01% 1057
2025
Q1 		– Sell
-182
Closed -$8.38K – 2518
2024
Q4 		$8.38K Hold
182
– – ﹤0.01% 1807
2024
Q3 		$8.78K Hold
182
– – ﹤0.01% 1774
2024
Q2 		$8.43K Buy
+182
New +$8.37K ﹤0.01% 1742

Other funds holding JCPB

Betterment LLC
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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

Private Trust Company's JCPB Position: Q2 2026 in Review

Private Trust Company opened a new position in JPMorgan Core Plus Bond ETF (JCPB) in Q2 2026: 2,258 shares worth $106K. The stake represents 0.01% of the portfolio and ranks #1057 among its holdings. This is a return to the name: Private Trust Company previously reported a position in JCPB as recently as Q4 2024.

Private Trust Company first reported a position in JCPB in Q2 2024 and has held it in 4 quarters since. 508 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Private Trust Company held 2,258 shares of JPMorgan Core Plus Bond ETF worth $106K as of Q2 2026.
  • JPMorgan Core Plus Bond ETF was a new Private Trust Company position in Q2 2026.
  • JPMorgan Core Plus Bond ETF made up 0.01% of Private Trust Company's portfolio in Q2 2026, its #1057 holding.
  • Private Trust Company first reported a position in JPMorgan Core Plus Bond ETF in Q2 2024 and has held it in 4 quarters since.
  • 508 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.