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 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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 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

Thrivent Financial for Lutherans's JCPB Position: Q1 2026 in Review

Thrivent Financial for Lutherans sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q1 2026, closing a stake of 199,752 shares — an estimated $9.46M sold.

Thrivent Financial for Lutherans first reported a position in JCPB in Q3 2023 and held it in 8 quarters. The position peaked at $46.5M in Q4 2024. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

Thrivent Financial for Lutherans reported no remaining JPMorgan Core Plus Bond ETF position as of Q1 2026 after selling out during the quarter.
Thrivent Financial for Lutherans sold 199,752 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $9.46M.
Thrivent Financial for Lutherans first reported a position in JPMorgan Core Plus Bond ETF in Q3 2023 and held it in 8 quarters.
Thrivent Financial for Lutherans's JPMorgan Core Plus Bond ETF position peaked at $46.5M in Q4 2024.
478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Thrivent Financial for Lutherans's 13F filing for Q1 2026, filed 1 May 2026.