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Thoroughbred Financial Services’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Thoroughbred Financial Services’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 		$2.5M Buy
173,430
+135,755
+360% +$6.37M 0.12% 158
2026
Q1 		$1.77M Buy
37,675
+1,829
+5% +$86.8K 0.11% 189
2025
Q4 		$1.7M Buy
35,846
+6,252
+21% +$297K 0.1% 191
2025
Q3 		$1.41M Sell
29,594
-1,062
-3% -$50K 0.09% 216
2025
Q2 		$1.44M Sell
30,656
-2,696
-8% -$125K 0.1% 198
2025
Q1 		$1.57M Sell
33,352
-466
-1% -$21.7K 0.1% 207
2024
Q4 		$1.56M Buy
33,818
+825
+3% +$38.7K 0.1% 200
2024
Q3 		$1.59M Buy
32,993
+2,143
+7% +$102K 0.1% 183
2024
Q2 		$1.43M Buy
30,850
+5,591
+22% +$257K 0.1% 202
2024
Q1 		$1.18M Buy
25,259
+2,708
+12% +$126K 0.11% 176
2023
Q4 		$1.06M Buy
22,551
+5,744
+34% +$259K 0.09% 224
2023
Q3 		$750K Buy
+16,807
New +$769K 0.07% 272

Other funds holding JCPB

Betterment LLC
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Bank of America
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

Thoroughbred Financial Services's JCPB Position: Q2 2026 in Review

Thoroughbred Financial Services increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 360% in Q2 2026, buying an estimated $6.37M and bringing the position to 173,430 shares worth $2.5M. The position accounts for 0.12% of the portfolio, ranked #158.

Thoroughbred Financial Services first reported a position in JCPB in Q3 2023 and has held it in 12 quarters since. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Thoroughbred Financial Services held 173,430 shares of JPMorgan Core Plus Bond ETF worth $2.5M as of Q2 2026.
  • Thoroughbred Financial Services bought 135,755 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $6.37M.
  • JPMorgan Core Plus Bond ETF made up 0.12% of Thoroughbred Financial Services's portfolio in Q2 2026, its #158 holding.
  • Thoroughbred Financial Services first reported a position in JPMorgan Core Plus Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • 505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.