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Smartleaf Asset Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Smartleaf Asset 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 		$6.45K Hold
137
– – ﹤0.01% 2575
2026
Q1 		$6.43K Hold
137
– – ﹤0.01% 2545
2025
Q4 		$6.53K Buy
+137
New +$6.52K ﹤0.01% 2593
2023
Q4 		– Hold
0
– – – 1107

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Raymond James Financial
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FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Bank of America
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

Smartleaf Asset Management's JCPB Position: Q2 2026 in Review

Smartleaf Asset Management held its JPMorgan Core Plus Bond ETF (JCPB) position steady in Q2 2026 at 137 shares worth $6.45K. The position accounts for ﹤0.01% of the portfolio, ranked #2575.

Smartleaf Asset Management first reported a position in JCPB in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.53K in Q4 2025. 506 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Smartleaf Asset Management held 137 shares of JPMorgan Core Plus Bond ETF worth $6.45K as of Q2 2026.
  • Smartleaf Asset Management left its JPMorgan Core Plus Bond ETF share count unchanged in Q2 2026.
  • JPMorgan Core Plus Bond ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #2575 holding.
  • Smartleaf Asset Management first reported a position in JPMorgan Core Plus Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Smartleaf Asset Management's JPMorgan Core Plus Bond ETF position peaked at $6.53K in Q4 2025.
  • 506 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.