Tarbox Family Office’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Tarbox Family Office’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	$29.2M	Buy	622,035 +24,217	+4%	+$1.14M	4.18%	4
2026 Q1	$28.1M	Sell	597,818 -10,024	-2%	-$476K	4.57%	4
2025 Q4	$28.8M	Buy	607,842 +25,771	+4%	+$1.23M	4.63%	4
2025 Q3	$27.7M	Buy	582,071 +34,152	+6%	+$1.61M	4.06%	5
2025 Q2	$25.8M	Buy	547,919 +138,617	+34%	+$6.44M	3.88%	5
2025 Q1	$19.3M	Buy	409,302 +199,731	+95%	+$9.29M	3.2%	7
2024 Q4	$9.65M	Buy	209,571 +125,039	+148%	+$5.86M	1.59%	13
2024 Q3	$4.08M	Buy	84,532 +78,143	+1,223%	+$3.71M	0.67%	19
2024 Q2	$296K	Buy	+6,389	New	+$294K	0.05%	86

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

Tarbox Family Office's JCPB Position: Q2 2026 in Review

Tarbox Family Office increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 4.1% in Q2 2026, buying an estimated $1.14M and bringing the position to 622,035 shares worth $29.2M. The position accounts for 4.18% of the portfolio, ranked #4.

Tarbox Family Office first reported a position in JCPB in Q2 2024 and has held it in 9 quarters since. 506 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Tarbox Family Office held 622,035 shares of JPMorgan Core Plus Bond ETF worth $29.2M as of Q2 2026.
Tarbox Family Office bought 24,217 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $1.14M.
JPMorgan Core Plus Bond ETF made up 4.18% of Tarbox Family Office's portfolio in Q2 2026, its #4 holding.
Tarbox Family Office first reported a position in JPMorgan Core Plus Bond ETF in Q2 2024 and has held it in 9 quarters since.
506 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Tarbox Family Office's 13F filing for Q2 2026, filed 3 Aug 2026.