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Trust Company’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Trust Company’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 		$1.19M Buy
26,640
+10,211
+62% +$470K 0.1% 68
2026
Q2 		$771K Buy
16,429
+3,939
+32% +$185K 0.07% 81
2026
Q1 		$588K Buy
12,490
+4,664
+60% +$221K 0.06% 106
2025
Q4 		$371K Buy
+7,826
New +$372K 0.03% 131

Other funds holding JCPB

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
LC
Lawood & Co Williamsport, Pennsylvania $145M AUM 29.71% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

Trust Company's JCPB Position: Q3 2026 in Review

Trust Company increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 62% in Q3 2026, buying an estimated $470K and bringing the position to 26,640 shares worth $1.19M. The position accounts for 0.1% of the portfolio, ranked #68.

Trust Company first reported a position in JCPB in Q4 2025 and has held it in 4 quarters since. 28 funds tracked by Wall St. Rank hold JCPB as of Q3 2026.

  • Trust Company held 26,640 shares of JPMorgan Core Plus Bond ETF worth $1.19M as of Q3 2026.
  • Trust Company bought 10,211 JPMorgan Core Plus Bond ETF shares in Q3 2026, an estimated $470K.
  • JPMorgan Core Plus Bond ETF made up 0.1% of Trust Company's portfolio in Q3 2026, its #68 holding.
  • Trust Company first reported a position in JPMorgan Core Plus Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • 28 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2026.

Based on Trust Company's 13F filing for Q3 2026, filed 9 Oct 2026.