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

Waterloo Capital’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 		$25.3M Buy
540,035
+90,133
+20% +$4.23M 1.42% 13
2026
Q1 		$21.2M Sell
449,902
-2,358
-0.5% -$112K 1.49% 14
2025
Q4 		$21.4M Buy
452,260
+6,838
+2% +$325K 1.54% 13
2025
Q3 		$21.2M Buy
445,422
+89,600
+25% +$4.22M 1.57% 15
2025
Q2 		$16.7M Buy
355,822
+169,018
+90% +$7.85M 1.35% 17
2025
Q1 		$8.79M Buy
186,804
+82,542
+79% +$3.84M 0.82% 32
2024
Q4 		$4.8M Buy
+104,262
New +$4.89M 0.51% 49

Other funds holding JCPB

Betterment LLC
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Bank of America
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

Waterloo Capital's JCPB Position: Q2 2026 in Review

Waterloo Capital increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 20% in Q2 2026, buying an estimated $4.23M and bringing the position to 540,035 shares worth $25.3M. The position accounts for 1.42% of the portfolio, ranked #13.

Waterloo Capital first reported a position in JCPB in Q4 2024 and has held it in 7 quarters since. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Waterloo Capital held 540,035 shares of JPMorgan Core Plus Bond ETF worth $25.3M as of Q2 2026.
  • Waterloo Capital bought 90,133 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $4.23M.
  • JPMorgan Core Plus Bond ETF made up 1.42% of Waterloo Capital's portfolio in Q2 2026, its #13 holding.
  • Waterloo Capital first reported a position in JPMorgan Core Plus Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.