Raymond James Financial
JCPB icon

Raymond James Financial’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Raymond James Financial’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 		$415M Buy
8,833,732
+2,128,603
+32% +$99.8M 0.11% 149
2026
Q1 		$316M Buy
6,705,129
+1,937,845
+41% +$92M 0.1% 184
2025
Q4 		$226M Buy
4,767,284
+855,996
+22% +$40.7M 0.07% 245
2025
Q3 		$186M Buy
3,911,288
+139,446
+4% +$6.56M 0.06% 290
2025
Q2 		$178M Sell
3,771,842
-72,706
-2% -$3.38M 0.06% 294
2025
Q1 		$181M Buy
3,844,548
+739,732
+24% +$34.4M 0.07% 262
2024
Q4 		$143M Buy
+3,104,816
New +$146M 0.05% 327

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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Raymond James Financial's JCPB Position: Q2 2026 in Review

Raymond James Financial increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 32% in Q2 2026, buying an estimated $99.8M and bringing the position to 8,833,732 shares worth $415M. The position accounts for 0.11% of the portfolio, ranked #149.

Raymond James Financial first reported a position in JCPB in Q4 2024 and has held it in 7 quarters since. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Raymond James Financial held 8,833,732 shares of JPMorgan Core Plus Bond ETF worth $415M as of Q2 2026.
  • Raymond James Financial bought 2,128,603 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $99.8M.
  • JPMorgan Core Plus Bond ETF made up 0.11% of Raymond James Financial's portfolio in Q2 2026, its #149 holding.
  • Raymond James Financial first reported a position in JPMorgan Core Plus Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.