SFS
JCPB icon

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

Summit Financial Strategies’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 		$131M Buy
2,800,552
+161,188
+6% +$7.56M 9.23% 3
2026
Q1 		$124M Buy
2,639,364
+188,904
+8% +$8.96M 9.79% 2
2025
Q4 		$116M Buy
2,450,460
+170,964
+8% +$8.13M 9.54% 2
2025
Q3 		$108M Buy
2,279,496
+130,909
+6% +$6.16M 9.29% 2
2025
Q2 		$101M Buy
2,148,587
+221,607
+12% +$10.3M 9.36% 2
2025
Q1 		$90.6M Buy
1,926,980
+1,824,189
+1,775% +$84.8M 9.14% 2
2024
Q4 		$4.74M Buy
+102,791
New +$4.82M 0.52% 22

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

Summit Financial Strategies's JCPB Position: Q2 2026 in Review

Summit Financial Strategies increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 6.1% in Q2 2026, buying an estimated $7.56M and bringing the position to 2,800,552 shares worth $131M. The position accounts for 9.23% of the portfolio, ranked #3.

Summit Financial Strategies first reported a position in JCPB in Q4 2024 and has held it in 7 quarters since. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Summit Financial Strategies held 2,800,552 shares of JPMorgan Core Plus Bond ETF worth $131M as of Q2 2026.
  • Summit Financial Strategies bought 161,188 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $7.56M.
  • JPMorgan Core Plus Bond ETF made up 9.23% of Summit Financial Strategies's portfolio in Q2 2026, its #3 holding.
  • Summit Financial Strategies first reported a position in JPMorgan Core Plus Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.