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 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%	+$9.77M	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

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

Royal Harbor Partners's JCPB Position: Q2 2026 in Review

Royal Harbor Partners reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 2.5% in Q2 2026, selling an estimated $496K and leaving 417,593 shares worth $19.6M. The position accounts for 6.07% of the portfolio, ranked #4.

Royal Harbor Partners first reported a position in JCPB in Q2 2024 and has held it in 9 quarters since. The position peaked at $28.9M in Q4 2024. 506 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Royal Harbor Partners held 417,593 shares of JPMorgan Core Plus Bond ETF worth $19.6M as of Q2 2026.
Royal Harbor Partners sold 10,568 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $496K.
JPMorgan Core Plus Bond ETF made up 6.07% of Royal Harbor Partners's portfolio in Q2 2026, its #4 holding.
Royal Harbor Partners first reported a position in JPMorgan Core Plus Bond ETF in Q2 2024 and has held it in 9 quarters since.
Royal Harbor Partners's JPMorgan Core Plus Bond ETF position peaked at $28.9M in Q4 2024.
506 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Royal Harbor Partners's 13F filing for Q2 2026, filed 27 Jul 2026.