Truist Financial
JCPB icon

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

Truist 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 		$45.9M Buy
977,779
+369,450
+61% +$17.3M 0.05% 264
2026
Q1 		$28.6M Sell
608,329
-1,448
-0.2% -$68.7K 0.04% 343
2025
Q4 		$28.9M Buy
609,777
+24,770
+4% +$1.18M 0.04% 333
2025
Q3 		$27.8M Buy
585,007
+20,521
+4% +$966K 0.04% 333
2025
Q2 		$26.6M Buy
564,486
+31,747
+6% +$1.47M 0.04% 337
2025
Q1 		$25.1M Sell
532,739
-982
-0.2% -$45.7K 0.04% 333
2024
Q4 		$24.6M Buy
533,721
+115,113
+27% +$5.4M 0.04% 347
2024
Q3 		$20.2M Buy
418,608
+38,477
+10% +$1.83M 0.03% 394
2024
Q2 		$17.6M Buy
380,131
+11,758
+3% +$541K 0.03% 437
2024
Q1 		$17.2M Buy
368,373
+43,878
+14% +$2.04M 0.03% 467
2023
Q4 		$15.3M Buy
324,495
+34,193
+12% +$1.54M 0.02% 480
2023
Q3 		$13M Buy
290,302
+99,671
+52% +$4.56M 0.02% 510
2023
Q2 		$8.88M Buy
190,631
+3,175
+2% +$149K 0.01% 625
2023
Q1 		$8.88M Buy
187,456
+18,588
+11% +$873K 0.02% 623
2022
Q4 		$7.76M Buy
168,868
+88,788
+111% +$4.08M 0.01% 665
2022
Q3 		$3.67M Buy
80,080
+51,628
+181% +$2.48M 0.01% 907
2022
Q2 		$1.56M Buy
+28,452
New +$1.39M ﹤0.01% 1347
2021
Q1 		– Sell
-9,743
Closed -$543K – 2689
2020
Q4 		$543K Hold
9,743
– – ﹤0.01% 1808
2020
Q3 		$543K Hold
9,743
– – ﹤0.01% 1688
2020
Q2 		$537K Sell
9,743
-8,141
-46% -$445K ﹤0.01% 1581
2020
Q1 		$969K Buy
+17,884
New +$958K ﹤0.01% 1269

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

Truist Financial's JCPB Position: Q2 2026 in Review

Truist Financial increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 61% in Q2 2026, buying an estimated $17.3M and bringing the position to 977,779 shares worth $45.9M. The position accounts for 0.05% of the portfolio, ranked #264.

Truist Financial first reported a position in JCPB in Q1 2020 and has held it in 21 quarters since. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Truist Financial held 977,779 shares of JPMorgan Core Plus Bond ETF worth $45.9M as of Q2 2026.
  • Truist Financial bought 369,450 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $17.3M.
  • JPMorgan Core Plus Bond ETF made up 0.05% of Truist Financial's portfolio in Q2 2026, its #264 holding.
  • Truist Financial first reported a position in JPMorgan Core Plus Bond ETF in Q1 2020 and has held it in 21 quarters since.
  • 503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.