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

Smithbridge 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	$12.1M	Buy	257,075 +10,606	+4%	+$497K	1.64%	21
2026 Q1	$11.6M	Sell	246,469 -219,683	-47%	-$10.4M	1.72%	17
2025 Q4	$22.1M	Buy	466,152 +251,598	+117%	+$12M	1.89%	15
2025 Q3	$10.2M	Buy	+214,554	New	+$10.1M	1.48%	21

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

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

Smithbridge Asset Management increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 4.3% in Q2 2026, buying an estimated $497K and bringing the position to 257,075 shares worth $12.1M. The position accounts for 1.64% of the portfolio, ranked #21.

Smithbridge Asset Management first reported a position in JCPB in Q3 2025 and has held it in 4 quarters since. The position peaked at $22.1M in Q4 2025. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Smithbridge Asset Management held 257,075 shares of JPMorgan Core Plus Bond ETF worth $12.1M as of Q2 2026.
Smithbridge Asset Management bought 10,606 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $497K.
JPMorgan Core Plus Bond ETF made up 1.64% of Smithbridge Asset Management's portfolio in Q2 2026, its #21 holding.
Smithbridge Asset Management first reported a position in JPMorgan Core Plus Bond ETF in Q3 2025 and has held it in 4 quarters since.
Smithbridge Asset Management's JPMorgan Core Plus Bond ETF position peaked at $22.1M in Q4 2025.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Smithbridge Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.