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

Summit Trail Advisors’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	$1.01M	Buy	21,411 +12,960	+153%	+$608K	0.01%	992
2026 Q1	$398K	Buy	8,451 +1,958	+30%	+$92.9K	0.01%	1234
2025 Q4	$309K	Hold	6,493	–	–	0.01%	1200
2025 Q3	$309K	Hold	6,493	–	–	﹤0.01%	1201
2025 Q2	$306K	Hold	6,493	–	–	0.01%	912
2025 Q1	$305K	Buy	+6,493	New	+$302K	0.01%	324

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 Trail Advisors's JCPB Position: Q2 2026 in Review

Summit Trail Advisors increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 153% in Q2 2026, buying an estimated $608K and bringing the position to 21,411 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #992.

Summit Trail Advisors first reported a position in JCPB in Q1 2025 and has held it in 6 quarters since. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Summit Trail Advisors held 21,411 shares of JPMorgan Core Plus Bond ETF worth $1.01M as of Q2 2026.
Summit Trail Advisors bought 12,960 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $608K.
JPMorgan Core Plus Bond ETF made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #992 holding.
Summit Trail Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q1 2025 and has held it in 6 quarters since.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.