Tableaux’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Tableaux’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	$7.32M	Buy	155,913 +6,433	+4%	+$302K	3.08%	7
2026 Q1	$7.04M	Buy	149,480 +54,174	+57%	+$2.57M	3.41%	7
2025 Q4	$4.79M	Sell	95,306 -83,282	-47%	-$3.96M	3.39%	9
2025 Q3	$8.49M	Buy	178,588 +59,151	+50%	+$2.78M	3.4%	7
2025 Q2	$5.62M	Sell	119,437 -94,282	-44%	-$4.38M	3.23%	7
2025 Q1	$10.1M	Buy	213,719 +18,447	+9%	+$858K	7.25%	2
2024 Q4	$9M	Buy	+195,272	New	+$9.15M	7.44%	2

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

Tableaux's JCPB Position: Q2 2026 in Review

Tableaux increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 4.3% in Q2 2026, buying an estimated $302K and bringing the position to 155,913 shares worth $7.32M. The position accounts for 3.08% of the portfolio, ranked #7.

Tableaux first reported a position in JCPB in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.1M in Q1 2025. 506 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Tableaux held 155,913 shares of JPMorgan Core Plus Bond ETF worth $7.32M as of Q2 2026.
Tableaux bought 6,433 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $302K.
JPMorgan Core Plus Bond ETF made up 3.08% of Tableaux's portfolio in Q2 2026, its #7 holding.
Tableaux first reported a position in JPMorgan Core Plus Bond ETF in Q4 2024 and has held it in 7 quarters since.
Tableaux's JPMorgan Core Plus Bond ETF position peaked at $10.1M in Q1 2025.
506 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Tableaux's 13F filing for Q2 2026, filed 7 Aug 2026.