Stephens Inc’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Stephens Inc’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	Buy	471,767 +7,418	+2%	+$348K	0.25%	94
2026 Q1	$21.9M	Sell	464,349 -13,365	-3%	-$634K	0.27%	86
2025 Q4	$22.6M	Buy	477,714 +14,037	+3%	+$668K	0.28%	81
2025 Q3	$22M	Buy	463,677 +12,382	+3%	+$583K	0.28%	83
2025 Q2	$21.2M	Sell	451,295 -26,312	-6%	-$1.22M	0.29%	83
2025 Q1	$22.5M	Sell	477,607 -421,410	-47%	-$19.6M	0.33%	78
2024 Q4	$41.4M	Sell	899,017 -209,400	-19%	-$9.82M	0.58%	34
2024 Q3	$53.5M	Buy	1,108,417 +92,156	+9%	+$4.38M	0.76%	19
2024 Q2	$47.1M	Sell	1,016,261 -56,127	-5%	-$2.58M	0.72%	26
2024 Q1	$50M	Sell	1,072,388 -7,831	-0.7%	-$364K	0.78%	20
2023 Q4	$50.9M	Buy	1,080,219 +36,498	+3%	+$1.65M	0.88%	17
2023 Q3	$46.6M	Buy	+1,043,721	New	+$47.8M	0.89%	17

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

Stephens Inc's JCPB Position: Q2 2026 in Review

Stephens Inc increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 1.6% in Q2 2026, buying an estimated $348K and bringing the position to 471,767 shares worth $22.1M. The position accounts for 0.25% of the portfolio, ranked #94.

Stephens Inc first reported a position in JCPB in Q3 2023 and has held it in 12 quarters since. The position peaked at $53.5M in Q3 2024. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Stephens Inc held 471,767 shares of JPMorgan Core Plus Bond ETF worth $22.1M as of Q2 2026.
Stephens Inc bought 7,418 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $348K.
JPMorgan Core Plus Bond ETF made up 0.25% of Stephens Inc's portfolio in Q2 2026, its #94 holding.
Stephens Inc first reported a position in JPMorgan Core Plus Bond ETF in Q3 2023 and has held it in 12 quarters since.
Stephens Inc's JPMorgan Core Plus Bond ETF position peaked at $53.5M in Q3 2024.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.