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 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

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Trust Company's JCPB Position: Q2 2026 in Review

Trust Company increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 32% in Q2 2026, buying an estimated $185K and bringing the position to 16,429 shares worth $771K. The position accounts for 0.07% of the portfolio, ranked #81.

Trust Company first reported a position in JCPB in Q4 2025 and has held it in 3 quarters since. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Trust Company held 16,429 shares of JPMorgan Core Plus Bond ETF worth $771K as of Q2 2026.
Trust Company bought 3,939 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $185K.
JPMorgan Core Plus Bond ETF made up 0.07% of Trust Company's portfolio in Q2 2026, its #81 holding.
Trust Company first reported a position in JPMorgan Core Plus Bond ETF in Q4 2025 and has held it in 3 quarters since.
503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.