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TD Capital Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

TD Capital 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
Q1 		$19.4M Buy
411,891
+15,986
+4% +$759K 1.74% 16
2025
Q4 		$18.7M Buy
395,905
+21,667
+6% +$1.03M 1.66% 16
2025
Q3 		$17.8M Buy
374,238
+32,335
+9% +$1.52M 1.6% 17
2025
Q2 		$16.1M Buy
341,903
+29,177
+9% +$1.36M 1.52% 16
2025
Q1 		$14.7M Buy
312,726
+44,955
+17% +$2.09M 1.49% 18
2024
Q4 		$12.3M Buy
267,771
+46,400
+21% +$2.18M 1.25% 21
2024
Q3 		$10.7M Buy
221,371
+44,645
+25% +$2.12M 1.07% 23
2024
Q2 		$8.19M Buy
176,726
+52,007
+42% +$2.39M 0.86% 30
2024
Q1 		$5.82M Buy
124,719
+86,243
+224% +$4.01M 0.62% 35
2023
Q4 		$1.81M Buy
38,476
+29,503
+329% +$1.33M 0.21% 44
2023
Q3 		$401K Buy
8,973
+8,220
+1,092% +$376K 0.05% 67
2023
Q2 		$35.1K Buy
+753
New +$35.4K ﹤0.01% 205

Other funds holding JCPB

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

TD Capital Management's JCPB Position: Q1 2026 in Review

TD Capital Management increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 4% in Q1 2026, buying an estimated $759K and bringing the position to 411,891 shares worth $19.4M. The position accounts for 1.74% of the portfolio, ranked #16.

TD Capital Management first reported a position in JCPB in Q2 2023 and has held it in 12 quarters since. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

  • TD Capital Management held 411,891 shares of JPMorgan Core Plus Bond ETF worth $19.4M as of Q1 2026.
  • TD Capital Management bought 15,986 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $759K.
  • JPMorgan Core Plus Bond ETF made up 1.74% of TD Capital Management's portfolio in Q1 2026, its #16 holding.
  • TD Capital Management first reported a position in JPMorgan Core Plus Bond ETF in Q2 2023 and has held it in 12 quarters since.
  • 478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on TD Capital Management's 13F filing for Q1 2026, filed 11 May 2026.