Trustmark National Bank Trust Department’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Trustmark National Bank Trust Department’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 Q1	$2.78M	Sell	59,037 -1,833	-3%	-$87K	0.18%	90
2025 Q4	$2.88M	Sell	60,870 -1,400	-2%	-$66.6K	0.18%	94
2025 Q3	$2.96M	Buy	62,270 +7,238	+13%	+$341K	0.19%	92
2025 Q2	$2.59M	Buy	55,032 +1,200	+2%	+$55.7K	0.18%	98
2025 Q1	$2.53M	Buy	53,832 +9,412	+21%	+$438K	0.19%	97
2024 Q4	$2.05M	Buy	44,420 +16,746	+61%	+$785K	0.15%	99
2024 Q3	$1.33M	Buy	27,674 +15,800	+133%	+$751K	0.1%	138
2024 Q2	$550K	Buy	11,874 +4,574	+63%	+$210K	0.04%	187
2024 Q1	$341K	Buy	7,300 +2,000	+38%	+$93K	0.03%	230
2023 Q4	$250K	Hold	5,300	–	–	0.02%	229
2023 Q3	$237K	Hold	5,300	–	–	0.02%	228
2023 Q2	$247K	Hold	5,300	–	–	0.02%	232
2023 Q1	$251K	Hold	5,300	–	–	0.02%	244
2022 Q4	$243K	Buy	+5,300	New	+$243K	0.02%	247

Other funds holding JCPB

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Trustmark National Bank Trust Department's JCPB Position: Q1 2026 in Review

Trustmark National Bank Trust Department reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 3% in Q1 2026, selling an estimated $87K and leaving 59,037 shares worth $2.78M. The position accounts for 0.18% of the portfolio, ranked #90.

Trustmark National Bank Trust Department first reported a position in JCPB in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.96M in Q3 2025. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

Trustmark National Bank Trust Department held 59,037 shares of JPMorgan Core Plus Bond ETF worth $2.78M as of Q1 2026.
Trustmark National Bank Trust Department sold 1,833 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $87K.
JPMorgan Core Plus Bond ETF made up 0.18% of Trustmark National Bank Trust Department's portfolio in Q1 2026, its #90 holding.
Trustmark National Bank Trust Department first reported a position in JPMorgan Core Plus Bond ETF in Q4 2022 and has held it in 14 quarters since.
Trustmark National Bank Trust Department's JPMorgan Core Plus Bond ETF position peaked at $2.96M in Q3 2025.
478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Trustmark National Bank Trust Department's 13F filing for Q1 2026, filed 14 May 2026.