UBS Group’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

UBS Group’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	$442K	Buy	9,409 +7,245	+335%	+$340K	﹤0.01%	6320
2026 Q1	$102K	Buy	+2,164	New	+$103K	﹤0.01%	6993
2025 Q2	–	Sell	-178	Closed	-$8.37K	–	10553
2025 Q1	$8.37K	Sell	178 -41	-19%	-$1.91K	﹤0.01%	8760
2024 Q4	$10.1K	Buy	+219	New	+$10.3K	﹤0.01%	8320
2024 Q2	–	Sell	-1,927	Closed	-$89.9K	–	9795
2024 Q1	$89.9K	Buy	+1,927	New	+$89.6K	﹤0.01%	6273
2022 Q4	–	Sell	-383	Closed	-$18K	–	10931
2022 Q3	$18K	Buy	+383	New	+$18.4K	﹤0.01%	7524
2022 Q1	–	Sell	-78	Closed	-$4K	–	10570
2021 Q4	$4K	Hold	78	–	–	﹤0.01%	9523
2021 Q3	$4K	Buy	+78	New	+$4.28K	﹤0.01%	8649
2020 Q2	–	Sell	-166	Closed	-$9K	–	8150
2020 Q1	$9K	Sell	166 -664	-80%	-$35.6K	﹤0.01%	6993
2019 Q4	$44K	Buy	+830	New	+$44.1K	﹤0.01%	6420

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

UBS Group's JCPB Position: Q2 2026 in Review

UBS Group increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 335% in Q2 2026, buying an estimated $340K and bringing the position to 9,409 shares worth $442K. The position accounts for ﹤0.01% of the portfolio, ranked #6320.

UBS Group first reported a position in JCPB in Q4 2019 and has held it in 10 quarters since. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

UBS Group held 9,409 shares of JPMorgan Core Plus Bond ETF worth $442K as of Q2 2026.
UBS Group bought 7,245 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $340K.
JPMorgan Core Plus Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6320 holding.
UBS Group first reported a position in JPMorgan Core Plus Bond ETF in Q4 2019 and has held it in 10 quarters since.
503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.