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Trinity Legacy Partners’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Trinity Legacy Partners’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 		$20.6M Buy
443,210
+50,189
+13% +$2.35M 4.12% 1
2026
Q1 		$18.6M Buy
393,021
+27,688
+8% +$1.31M 4.03% 1
2025
Q4 		$17.3M Buy
365,333
+16,332
+5% +$777K 3.97% 1
2025
Q3 		$16.6M Buy
349,001
+3,161
+0.9% +$149K 3.83% 2
2025
Q2 		$16.1M Buy
345,840
+7,534
+2% +$350K 3.9% 1
2025
Q1 		$15.6M Buy
338,306
+65,361
+24% +$3.04M 3.95% 1
2024
Q4 		$12.6M Sell
272,945
-33,876
-11% -$1.59M 3.24% 4
2024
Q3 		$14.5M Buy
306,821
+22,503
+8% +$1.07M 3.73% 2
2024
Q2 		$13.2M Buy
284,318
+3,248
+1% +$149K 3.75% 3
2024
Q1 		$13.1M Buy
281,070
+32,264
+13% +$1.5M 3.84% 4
2023
Q4 		$11.7M Sell
248,806
-7,626
-3% -$344K 3.69% 4
2023
Q3 		$11.5M Buy
256,432
+84,231
+49% +$3.85M 3.96% 3
2023
Q2 		$8.02M Buy
+172,201
New +$8.09M 2.8% 9

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

Trinity Legacy Partners's JCPB Position: Q2 2026 in Review

Trinity Legacy Partners increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 13% in Q2 2026, buying an estimated $2.35M and bringing the position to 443,210 shares worth $20.6M. The position accounts for 4.12% of the portfolio, ranked #1.

Trinity Legacy Partners first reported a position in JCPB in Q2 2023 and has held it in 13 quarters since. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Trinity Legacy Partners held 443,210 shares of JPMorgan Core Plus Bond ETF worth $20.6M as of Q2 2026.
  • Trinity Legacy Partners bought 50,189 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $2.35M.
  • JPMorgan Core Plus Bond ETF made up 4.12% of Trinity Legacy Partners's portfolio in Q2 2026, its #1 holding.
  • Trinity Legacy Partners first reported a position in JPMorgan Core Plus Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • 505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Trinity Legacy Partners's 13F filing for Q2 2026, filed 24 Jul 2026.