Royal Harbor Partners
JCPB icon

Royal Harbor Partners’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Royal Harbor Partners’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
Q3 		$19.2M Buy
428,267
+10,674
+3% +$492K 5.87% 5
2026
Q2 		$19.6M Sell
417,593
-10,568
-2% -$496K 6.07% 4
2026
Q1 		$20.2M Sell
428,161
-171,871
-29% -$8.16M 6.82% 4
2025
Q4 		$28.4M Buy
600,032
+2,745
+0.5% +$131K 9.39% 2
2025
Q3 		$28.4M Sell
597,287
-12,148
-2% -$572K 9.63% 2
2025
Q2 		$28.7M Buy
609,435
+5,446
+0.9% +$253K 10.48% 2
2025
Q1 		$28.4M Sell
603,989
-23,254
-4% -$1.08M 11% 2
2024
Q4 		$28.9M Buy
627,243
+208,507
+50% +$9.8M 10.91% 3
2024
Q3 		$20.2M Buy
418,736
+22,250
+6% +$1.06M 7.85% 3
2024
Q2 		$18.4M Buy
+396,486
New +$18.2M 7.6% 3

Other funds holding JCPB

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return

Royal Harbor Partners's JCPB Position: Q3 2026 in Review

Royal Harbor Partners increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 2.6% in Q3 2026, buying an estimated $492K and bringing the position to 428,267 shares worth $19.2M. The position accounts for 5.87% of the portfolio, ranked #5.

Royal Harbor Partners first reported a position in JCPB in Q2 2024 and has held it in 10 quarters since. The position peaked at $28.9M in Q4 2024. 484 funds tracked by Wall St. Rank hold JCPB as of Q3 2026.

  • Royal Harbor Partners held 428,267 shares of JPMorgan Core Plus Bond ETF worth $19.2M as of Q3 2026.
  • Royal Harbor Partners bought 10,674 JPMorgan Core Plus Bond ETF shares in Q3 2026, an estimated $492K.
  • JPMorgan Core Plus Bond ETF made up 5.87% of Royal Harbor Partners's portfolio in Q3 2026, its #5 holding.
  • Royal Harbor Partners first reported a position in JPMorgan Core Plus Bond ETF in Q2 2024 and has held it in 10 quarters since.
  • Royal Harbor Partners's JPMorgan Core Plus Bond ETF position peaked at $28.9M in Q4 2024.
  • 484 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2026.

Based on Royal Harbor Partners's 13F filing for Q3 2026, filed 29 Oct 2026.