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

Rossby 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	$7.6K	Hold	162	–	–	﹤0.01%	1264
2026 Q1	$7.59K	Hold	162	–	–	﹤0.01%	1354
2025 Q4	$7.67K	Hold	162	–	–	﹤0.01%	1004
2025 Q3	$7.69K	Hold	162	–	–	﹤0.01%	910
2025 Q2	$7.62K	Hold	162	–	–	﹤0.01%	838
2025 Q1	$7.58K	Buy	+162	New	+$7.53K	﹤0.01%	762

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

Rossby Financial's JCPB Position: Q2 2026 in Review

Rossby Financial held its JPMorgan Core Plus Bond ETF (JCPB) position steady in Q2 2026 at 162 shares worth $7.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1264.

Rossby Financial first reported a position in JCPB in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.69K in Q3 2025. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Rossby Financial held 162 shares of JPMorgan Core Plus Bond ETF worth $7.6K as of Q2 2026.
Rossby Financial left its JPMorgan Core Plus Bond ETF share count unchanged in Q2 2026.
JPMorgan Core Plus Bond ETF made up ﹤0.01% of Rossby Financial's portfolio in Q2 2026, its #1264 holding.
Rossby Financial first reported a position in JPMorgan Core Plus Bond ETF in Q1 2025 and has held it in 6 quarters since.
Rossby Financial's JPMorgan Core Plus Bond ETF position peaked at $7.69K in Q3 2025.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.