Richmond Investment Services’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Richmond Investment Services’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	$721K	Buy	+15,367	New	+$721K	0.23%	58

Other funds holding JCPB

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Richmond Investment Services's JCPB Position: Q2 2026 in Review

Richmond Investment Services opened a new position in JPMorgan Core Plus Bond ETF (JCPB) in Q2 2026: 15,367 shares worth $721K. The stake represents 0.23% of the portfolio and ranks #58 among its holdings.

503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Richmond Investment Services held 15,367 shares of JPMorgan Core Plus Bond ETF worth $721K as of Q2 2026.
JPMorgan Core Plus Bond ETF was a new Richmond Investment Services position in Q2 2026.
JPMorgan Core Plus Bond ETF made up 0.23% of Richmond Investment Services's portfolio in Q2 2026, its #58 holding.
503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.