TBH Global Asset Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

TBH Global Asset Management’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	$2.69M	Sell	57,377 -35,058	-38%	-$1.64M	0.49%	48
2026 Q1	$4.35M	Buy	92,435 +47,487	+106%	+$2.25M	0.88%	26
2025 Q4	$2.13M	Buy	44,948 +38,158	+562%	+$1.82M	0.36%	64
2025 Q3	$323K	Buy	+6,790	New	+$320K	0.06%	212

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

TBH Global Asset Management's JCPB Position: Q2 2026 in Review

TBH Global Asset Management reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 38% in Q2 2026, selling an estimated $1.64M and leaving 57,377 shares worth $2.69M. The position accounts for 0.49% of the portfolio, ranked #48.

TBH Global Asset Management first reported a position in JCPB in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.35M in Q1 2026. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

TBH Global Asset Management held 57,377 shares of JPMorgan Core Plus Bond ETF worth $2.69M as of Q2 2026.
TBH Global Asset Management sold 35,058 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $1.64M.
JPMorgan Core Plus Bond ETF made up 0.49% of TBH Global Asset Management's portfolio in Q2 2026, its #48 holding.
TBH Global Asset Management first reported a position in JPMorgan Core Plus Bond ETF in Q3 2025 and has held it in 4 quarters since.
TBH Global Asset Management's JPMorgan Core Plus Bond ETF position peaked at $4.35M in Q1 2026.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on TBH Global Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.