TF
JCPB icon

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

Tompkins Financial’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 		$16.7K Hold
355
– – ﹤0.01% 419
2026
Q1 		$16.7K Hold
355
– – ﹤0.01% 408
2025
Q4 		$16.8K Hold
355
– – ﹤0.01% 394
2025
Q3 		$16.9K Hold
355
– – ﹤0.01% 405
2025
Q2 		$16.7K Hold
355
– – ﹤0.01% 407
2025
Q1 		$16.7K Buy
+355
New +$16.5K ﹤0.01% 417

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

Tompkins Financial's JCPB Position: Q2 2026 in Review

Tompkins Financial held its JPMorgan Core Plus Bond ETF (JCPB) position steady in Q2 2026 at 355 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #419.

Tompkins Financial first reported a position in JCPB in Q1 2025 and has held it in 6 quarters since. The position peaked at $16.9K in Q3 2025. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Tompkins Financial held 355 shares of JPMorgan Core Plus Bond ETF worth $16.7K as of Q2 2026.
  • Tompkins Financial left its JPMorgan Core Plus Bond ETF share count unchanged in Q2 2026.
  • JPMorgan Core Plus Bond ETF made up ﹤0.01% of Tompkins Financial's portfolio in Q2 2026, its #419 holding.
  • Tompkins Financial first reported a position in JPMorgan Core Plus Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Tompkins Financial's JPMorgan Core Plus Bond ETF position peaked at $16.9K in Q3 2025.
  • 503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.