TIAA-CREF Individual & Institutional Services
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TIAA-CREF Individual & Institutional Services’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

TIAA-CREF Individual & Institutional 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
Q3 		– Sell
-4,608
Closed -$216K – 805
2026
Q2 		$216K Buy
+4,608
New +$216K ﹤0.01% 670

Other funds holding JCPB

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services's JCPB Position: Q3 2026 in Review

TIAA-CREF Individual & Institutional Services sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q3 2026, closing a stake of 4,608 shares — an estimated $216K sold.

TIAA-CREF Individual & Institutional Services first reported a position in JCPB in Q2 2026 and held it in 1 quarter. The position peaked at $216K in Q2 2026. 484 funds tracked by Wall St. Rank hold JCPB as of Q3 2026.

  • TIAA-CREF Individual & Institutional Services reported no remaining JPMorgan Core Plus Bond ETF position as of Q3 2026 after selling out during the quarter.
  • TIAA-CREF Individual & Institutional Services sold 4,608 JPMorgan Core Plus Bond ETF shares in Q3 2026, an estimated $216K.
  • TIAA-CREF Individual & Institutional Services first reported a position in JPMorgan Core Plus Bond ETF in Q2 2026 and held it in 1 quarter.
  • TIAA-CREF Individual & Institutional Services's JPMorgan Core Plus Bond ETF position peaked at $216K in Q2 2026.
  • 484 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2026.

Based on TIAA-CREF Individual & Institutional Services's 13F filing for Q3 2026, filed 12 Nov 2026.