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

Steele 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 		$22.1M Sell
471,492
-11,651
-2% -$546K 0.81% 28
2026
Q1 		$22.7M Sell
483,143
-18,251
-4% -$866K 0.94% 25
2025
Q4 		$23.8M Sell
501,394
-17,763
-3% -$845K 1.02% 22
2025
Q3 		$24.7M Sell
519,157
-35,526
-6% -$1.67M 1.09% 21
2025
Q2 		$26.1M Buy
554,683
+24,080
+5% +$1.12M 1.25% 21
2025
Q1 		$25M Buy
530,603
+7,522
+1% +$350K 1.3% 21
2024
Q4 		$24.2M Buy
523,081
+73,101
+16% +$3.43M 1.26% 21
2024
Q3 		$21.7M Buy
449,980
+64,010
+17% +$3.04M 1.13% 22
2024
Q2 		$17.9M Buy
385,970
+18,335
+5% +$843K 1% 25
2024
Q1 		$17.1M Buy
367,635
+54,030
+17% +$2.51M 0.98% 24
2023
Q4 		$14.8M Buy
+313,605
New +$14.2M 0.96% 25

Other funds holding JCPB

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

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

Steele Capital Management reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 2.4% in Q2 2026, selling an estimated $546K and leaving 471,492 shares worth $22.1M. The position accounts for 0.81% of the portfolio, ranked #28.

Steele Capital Management first reported a position in JCPB in Q4 2023 and has held it in 11 quarters since. The position peaked at $26.1M in Q2 2025. 240 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Steele Capital Management held 471,492 shares of JPMorgan Core Plus Bond ETF worth $22.1M as of Q2 2026.
  • Steele Capital Management sold 11,651 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $546K.
  • JPMorgan Core Plus Bond ETF made up 0.81% of Steele Capital Management's portfolio in Q2 2026, its #28 holding.
  • Steele Capital Management first reported a position in JPMorgan Core Plus Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Steele Capital Management's JPMorgan Core Plus Bond ETF position peaked at $26.1M in Q2 2025.
  • 240 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Steele Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.