Voisard Asset Management Group’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Voisard Asset Management 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	$40.4M	Buy	861,280 +77,034	+10%	+$3.61M	7.65%	5
2026 Q1	$36.9M	Buy	784,246 +130,413	+20%	+$6.19M	7.88%	4
2025 Q4	$31M	Buy	653,833 +35,196	+6%	+$1.67M	6.68%	6
2025 Q3	$29.4M	Buy	618,637 +12,640	+2%	+$595K	6.81%	6
2025 Q2	$28.5M	Sell	605,997 -42,994	-7%	-$2M	7.35%	5
2025 Q1	$30.5M	Sell	648,991 -55,802	-8%	-$2.59M	8.92%	4
2024 Q4	$32.5M	Sell	704,793 -135,904	-16%	-$6.37M	10.85%	1
2024 Q3	$40.6M	Buy	840,697 +19,660	+2%	+$934K	16.9%	1
2024 Q2	$38M	Buy	821,037 +15,180	+2%	+$698K	18.6%	1
2024 Q1	$37.6M	Buy	805,857 +38,986	+5%	+$1.81M	21.16%	1
2023 Q4	$36.1M	Buy	+766,871	New	+$34.6M	21.73%	1

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

Voisard Asset Management Group's JCPB Position: Q2 2026 in Review

Voisard Asset Management Group increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 9.8% in Q2 2026, buying an estimated $3.61M and bringing the position to 861,280 shares worth $40.4M. The position accounts for 7.65% of the portfolio, ranked #5.

Voisard Asset Management Group first reported a position in JCPB in Q4 2023 and has held it in 11 quarters since. The position peaked at $40.6M in Q3 2024. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Voisard Asset Management Group held 861,280 shares of JPMorgan Core Plus Bond ETF worth $40.4M as of Q2 2026.
Voisard Asset Management Group bought 77,034 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $3.61M.
JPMorgan Core Plus Bond ETF made up 7.65% of Voisard Asset Management Group's portfolio in Q2 2026, its #5 holding.
Voisard Asset Management Group first reported a position in JPMorgan Core Plus Bond ETF in Q4 2023 and has held it in 11 quarters since.
Voisard Asset Management Group's JPMorgan Core Plus Bond ETF position peaked at $40.6M in Q3 2024.
503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Voisard Asset Management Group's 13F filing for Q2 2026, filed 13 Jul 2026.