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 Q2	$22.8M	Buy	485,392 +73,501	+18%	+$3.45M	1.86%	15
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

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

TD Capital Management's JCPB Position: Q2 2026 in Review

TD Capital Management increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 18% in Q2 2026, buying an estimated $3.45M and bringing the position to 485,392 shares worth $22.8M. The position accounts for 1.86% of the portfolio, ranked #15.

TD Capital Management first reported a position in JCPB in Q2 2023 and has held it in 13 quarters since. 506 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

TD Capital Management held 485,392 shares of JPMorgan Core Plus Bond ETF worth $22.8M as of Q2 2026.
TD Capital Management bought 73,501 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $3.45M.
JPMorgan Core Plus Bond ETF made up 1.86% of TD Capital Management's portfolio in Q2 2026, its #15 holding.
TD Capital Management first reported a position in JPMorgan Core Plus Bond ETF in Q2 2023 and has held it in 13 quarters since.
506 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on TD Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.