Stifel Financial
JCPB icon

Stifel Financial’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Stifel Financial’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 		$41.6M Buy
885,704
+102,709
+13% +$4.82M 0.03% 427
2026
Q1 		$36.9M Buy
782,995
+15,544
+2% +$738K 0.03% 436
2025
Q4 		$36.3M Buy
767,451
+119,062
+18% +$5.66M 0.03% 438
2025
Q3 		$30.8M Buy
648,389
+177,028
+38% +$8.33M 0.03% 491
2025
Q2 		$22.2M Buy
471,361
+61,523
+15% +$2.86M 0.02% 557
2025
Q1 		$19.3M Buy
409,838
+56,007
+16% +$2.6M 0.02% 571
2024
Q4 		$16.3M Sell
353,831
-216,717
-38% -$10.2M 0.02% 650
2024
Q3 		$27.5M Buy
570,548
+277,823
+95% +$13.2M 0.03% 459
2024
Q2 		$13.6M Sell
292,725
-4,166
-1% -$192K 0.02% 701
2024
Q1 		$13.8M Sell
296,891
-226,669
-43% -$10.5M 0.02% 682
2023
Q4 		$24.7M Buy
523,560
+282,945
+118% +$12.8M 0.03% 436
2023
Q3 		$10.7M Buy
240,615
+126,317
+111% +$5.78M 0.02% 687
2023
Q2 		$5.32M Buy
114,298
+23,089
+25% +$1.09M 0.01% 1010
2023
Q1 		$4.32M Buy
91,209
+19,380
+27% +$910K 0.01% 1104
2022
Q4 		$3.3M Buy
71,829
+7,232
+11% +$332K 0.01% 1211
2022
Q3 		$2.96M Sell
64,597
-9,871
-13% -$474K ﹤0.01% 1216
2022
Q2 		$3.58M Buy
74,468
+9,217
+14% +$450K 0.01% 1145
2022
Q1 		$3.33M Sell
65,251
-9,625
-13% -$504K ﹤0.01% 1280
2021
Q4 		$4.06M Buy
74,876
+1,631
+2% +$88.7K 0.01% 1185
2021
Q3 		$3.99M Buy
73,245
+3,225
+5% +$177K 0.01% 1143
2021
Q2 		$3.83M Buy
70,020
+8,114
+13% +$441K 0.01% 1162
2021
Q1 		$3.34M Buy
61,906
+14,889
+32% +$815K 0.01% 1199
2020
Q4 		$2.62M Buy
47,017
+8,433
+22% +$471K ﹤0.01% 1222
2020
Q3 		$2.15M Buy
+38,584
New +$2.16M ﹤0.01% 1175

Other funds holding JCPB

Betterment LLC
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
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
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

Stifel Financial's JCPB Position: Q2 2026 in Review

Stifel Financial increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 13% in Q2 2026, buying an estimated $4.82M and bringing the position to 885,704 shares worth $41.6M. The position accounts for 0.03% of the portfolio, ranked #427.

Stifel Financial first reported a position in JCPB in Q3 2020 and has held it in 24 quarters since. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Stifel Financial held 885,704 shares of JPMorgan Core Plus Bond ETF worth $41.6M as of Q2 2026.
  • Stifel Financial bought 102,709 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $4.82M.
  • JPMorgan Core Plus Bond ETF made up 0.03% of Stifel Financial's portfolio in Q2 2026, its #427 holding.
  • Stifel Financial first reported a position in JPMorgan Core Plus Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • 503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.