Thrivent Financial for Lutherans’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Thrivent Financial for Lutherans’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	$9.05M	Buy	+192,851	New	+$9.04M	0.02%	712
2026 Q1	–	Sell	-199,752	Closed	-$9.46M	–	2616
2025 Q4	$9.46M	Buy	+199,752	New	+$9.5M	0.02%	687
2025 Q3	–	Sell	-172,109	Closed	-$8.1M	–	2507
2025 Q2	$8.1M	Buy	+172,109	New	+$7.99M	0.02%	639
2025 Q1	–	Sell	-1,009,670	Closed	-$46.5M	–	2459
2024 Q4	$46.5M	Buy	1,009,670 +60,489	+6%	+$2.84M	0.09%	290
2024 Q3	$45.8M	Buy	949,181 +490,986	+107%	+$23.3M	0.09%	291
2024 Q2	$21.2M	Buy	458,195 +36,605	+9%	+$1.68M	0.04%	432
2024 Q1	$19.7M	Buy	421,590 +89,066	+27%	+$4.14M	0.04%	470
2023 Q4	$15.7M	Buy	332,524 +127,048	+62%	+$5.74M	0.03%	493
2023 Q3	$9.19M	Buy	+205,476	New	+$9.4M	0.02%	631

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

Thrivent Financial for Lutherans's JCPB Position: Q2 2026 in Review

Thrivent Financial for Lutherans opened a new position in JPMorgan Core Plus Bond ETF (JCPB) in Q2 2026: 192,851 shares worth $9.05M. The stake represents 0.02% of the portfolio and ranks #712 among its holdings. This is a return to the name: Thrivent Financial for Lutherans previously reported a position in JCPB as recently as Q4 2025.

Thrivent Financial for Lutherans first reported a position in JCPB in Q3 2023 and has held it in 9 quarters since. The position peaked at $46.5M in Q4 2024. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Thrivent Financial for Lutherans held 192,851 shares of JPMorgan Core Plus Bond ETF worth $9.05M as of Q2 2026.
JPMorgan Core Plus Bond ETF was a new Thrivent Financial for Lutherans position in Q2 2026.
JPMorgan Core Plus Bond ETF made up 0.02% of Thrivent Financial for Lutherans's portfolio in Q2 2026, its #712 holding.
Thrivent Financial for Lutherans first reported a position in JPMorgan Core Plus Bond ETF in Q3 2023 and has held it in 9 quarters since.
Thrivent Financial for Lutherans's JPMorgan Core Plus Bond ETF position peaked at $46.5M in Q4 2024.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Thrivent Financial for Lutherans's 13F filing for Q2 2026, filed 14 Aug 2026.