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

Summit 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	$3.76M	Buy	80,148 +968	+1%	+$45.4K	0.04%	424
2026 Q1	$3.73M	Buy	79,180 +13,736	+21%	+$652K	0.05%	391
2025 Q4	$3.11M	Buy	65,444 +4,797	+8%	+$228K	0.05%	373
2025 Q3	$2.88M	Buy	+60,647	New	+$2.85M	0.04%	384

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

Summit Financial's JCPB Position: Q2 2026 in Review

Summit Financial increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 1.2% in Q2 2026, buying an estimated $45.4K and bringing the position to 80,148 shares worth $3.76M. The position accounts for 0.04% of the portfolio, ranked #424.

Summit Financial first reported a position in JCPB in Q3 2025 and has held it in 4 quarters since. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Summit Financial held 80,148 shares of JPMorgan Core Plus Bond ETF worth $3.76M as of Q2 2026.
Summit Financial bought 968 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $45.4K.
JPMorgan Core Plus Bond ETF made up 0.04% of Summit Financial's portfolio in Q2 2026, its #424 holding.
Summit Financial first reported a position in JPMorgan Core Plus Bond ETF in Q3 2025 and has held it in 4 quarters since.
503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

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