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 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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Stephens Inc's JCPB Position: Q1 2026 in Review

Stephens Inc reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 2.8% in Q1 2026, selling an estimated $634K and leaving 464,349 shares worth $21.9M. The position accounts for 0.27% of the portfolio, ranked #86.

Stephens Inc first reported a position in JCPB in Q3 2023 and has held it in 11 quarters since. The position peaked at $53.5M in Q3 2024. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

Stephens Inc held 464,349 shares of JPMorgan Core Plus Bond ETF worth $21.9M as of Q1 2026.
Stephens Inc sold 13,365 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $634K.
JPMorgan Core Plus Bond ETF made up 0.27% of Stephens Inc's portfolio in Q1 2026, its #86 holding.
Stephens Inc first reported a position in JPMorgan Core Plus Bond ETF in Q3 2023 and has held it in 11 quarters since.
Stephens Inc's JPMorgan Core Plus Bond ETF position peaked at $53.5M in Q3 2024.
478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.