Verus Capital Partners’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Verus Capital Partners’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	$33.5M	Buy	714,345 +121,769	+21%	+$5.71M	1.82%	10
2026 Q1	$27.9M	Buy	592,576 +56,209	+10%	+$2.67M	1.91%	10
2025 Q4	$25.4M	Buy	536,367 +39,178	+8%	+$1.86M	1.69%	11
2025 Q3	$23.6M	Buy	497,189 +38,335	+8%	+$1.8M	1.83%	10
2025 Q2	$21.6M	Buy	458,854 +28,658	+7%	+$1.33M	1.92%	9
2025 Q1	$20.2M	Buy	430,196 +244,927	+132%	+$11.4M	2.02%	9
2024 Q4	$8.53M	Buy	185,269 +1,492	+0.8%	+$69.9K	0.81%	20
2024 Q3	$8.87M	Buy	183,777 +21,379	+13%	+$1.02M	0.87%	22
2024 Q2	$7.56M	Sell	162,398 -9,052	-5%	-$416K	0.78%	21
2024 Q1	$8M	Buy	171,450 +20,527	+14%	+$955K	0.88%	20
2023 Q4	$7.11M	Buy	150,923 +16,242	+12%	+$733K	0.87%	21
2023 Q3	$6.02M	Buy	134,681 +27,488	+26%	+$1.26M	0.84%	22
2023 Q2	$4.99M	Buy	+107,193	New	+$5.04M	0.71%	21

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

Verus Capital Partners's JCPB Position: Q2 2026 in Review

Verus Capital Partners increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 21% in Q2 2026, buying an estimated $5.71M and bringing the position to 714,345 shares worth $33.5M. The position accounts for 1.82% of the portfolio, ranked #10.

Verus Capital Partners first reported a position in JCPB in Q2 2023 and has held it in 13 quarters since. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Verus Capital Partners held 714,345 shares of JPMorgan Core Plus Bond ETF worth $33.5M as of Q2 2026.
Verus Capital Partners bought 121,769 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $5.71M.
JPMorgan Core Plus Bond ETF made up 1.82% of Verus Capital Partners's portfolio in Q2 2026, its #10 holding.
Verus Capital Partners first reported a position in JPMorgan Core Plus Bond ETF in Q2 2023 and has held it in 13 quarters since.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Verus Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.