Saxony Capital Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Saxony Capital Management’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	$3.13M	Sell	66,785 -3,703	-5%	-$174K	1.44%	19
2026 Q1	$3.32M	Buy	70,488 +3,186	+5%	+$151K	1.93%	15
2025 Q4	$3.19M	Buy	67,302 +19,735	+41%	+$939K	1.95%	15
2025 Q3	$2.26M	Buy	47,567 +3,779	+9%	+$178K	1.49%	18
2025 Q2	$2.06M	Buy	43,788 +897	+2%	+$41.7K	1.58%	19
2025 Q1	$2.02M	Sell	42,891 -1,489	-3%	-$69.2K	1.77%	16
2024 Q4	$2.04M	Sell	44,380 -491	-1%	-$23K	1.8%	18
2024 Q3	$2.16M	Buy	44,871 +35,048	+357%	+$1.66M	1.98%	13
2024 Q2	$455K	Buy	+9,823	New	+$452K	0.5%	54

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

Saxony Capital Management's JCPB Position: Q2 2026 in Review

Saxony Capital Management reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 5.3% in Q2 2026, selling an estimated $174K and leaving 66,785 shares worth $3.13M. The position accounts for 1.44% of the portfolio, ranked #19.

Saxony Capital Management first reported a position in JCPB in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.32M in Q1 2026. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Saxony Capital Management held 66,785 shares of JPMorgan Core Plus Bond ETF worth $3.13M as of Q2 2026.
Saxony Capital Management sold 3,703 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $174K.
JPMorgan Core Plus Bond ETF made up 1.44% of Saxony Capital Management's portfolio in Q2 2026, its #19 holding.
Saxony Capital Management first reported a position in JPMorgan Core Plus Bond ETF in Q2 2024 and has held it in 9 quarters since.
Saxony Capital Management's JPMorgan Core Plus Bond ETF position peaked at $3.32M in Q1 2026.
503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Saxony Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.