Sutton Place Investors’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Sutton Place Investors’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	$372K	Sell	7,929 -529	-6%	-$24.8K	0.18%	101
2026 Q1	$398K	Sell	8,458 -234	-3%	-$11.1K	0.22%	89
2025 Q4	$412K	Buy	8,692 +188	+2%	+$8.94K	0.23%	85
2025 Q3	$404K	Buy	8,504 +1,044	+14%	+$49.1K	0.23%	86
2025 Q2	$351K	Sell	7,460 -527	-7%	-$24.5K	0.21%	90
2025 Q1	$376K	Sell	7,987 -670	-8%	-$31.2K	0.25%	78
2024 Q4	$399K	Buy	8,657 +691	+9%	+$32.4K	0.23%	95
2024 Q3	$384K	Buy	7,966 +1,926	+32%	+$91.5K	0.23%	88
2024 Q2	$280K	Buy	6,040 +1,411	+30%	+$64.9K	0.19%	93
2024 Q1	$216K	Buy	+4,629	New	+$215K	0.11%	143
2023 Q3	–	Sell	-4,307	Closed	-$201K	–	80
2023 Q2	$201K	Sell	4,307 -65	-1%	-$3.06K	0.28%	63
2023 Q1	$207K	Sell	4,372 -141	-3%	-$6.62K	0.28%	59
2022 Q4	$207K	Buy	+4,513	New	+$207K	0.3%	60

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

Sutton Place Investors's JCPB Position: Q2 2026 in Review

Sutton Place Investors reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 6.3% in Q2 2026, selling an estimated $24.8K and leaving 7,929 shares worth $372K. The position accounts for 0.18% of the portfolio, ranked #101.

Sutton Place Investors first reported a position in JCPB in Q4 2022 and has held it in 13 quarters since. The position peaked at $412K in Q4 2025. 508 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Sutton Place Investors held 7,929 shares of JPMorgan Core Plus Bond ETF worth $372K as of Q2 2026.
Sutton Place Investors sold 529 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $24.8K.
JPMorgan Core Plus Bond ETF made up 0.18% of Sutton Place Investors's portfolio in Q2 2026, its #101 holding.
Sutton Place Investors first reported a position in JPMorgan Core Plus Bond ETF in Q4 2022 and has held it in 13 quarters since.
Sutton Place Investors's JPMorgan Core Plus Bond ETF position peaked at $412K in Q4 2025.
508 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Sutton Place Investors's 13F filing for Q2 2026, filed 6 Aug 2026.