Wells Fargo’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Wells Fargo’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	$110M	Sell	2,340,725 -64,279	-3%	-$3.01M	0.02%	644
2026 Q1	$113M	Sell	2,405,004 -44,598	-2%	-$2.12M	0.02%	587
2025 Q4	$116M	Buy	2,449,602 +815,763	+50%	+$38.8M	0.02%	567
2025 Q3	$77.7M	Sell	1,633,839 -49,891	-3%	-$2.35M	0.01%	706
2025 Q2	$79.2M	Sell	1,683,730 -43,432	-3%	-$2.02M	0.02%	660
2025 Q1	$81.2M	Sell	1,727,162 -66,608	-4%	-$3.1M	0.02%	607
2024 Q4	$82.6M	Buy	1,793,770 +1,786,710	+25,308%	+$83.8M	0.02%	606
2024 Q3	$341K	Sell	7,060 -10,124	-59%	-$481K	﹤0.01%	4240
2024 Q2	$796K	Buy	17,184 +17,183	+1,718,300%	+$790K	﹤0.01%	3642
2024 Q1	$62	Buy	+1	New	+$47	﹤0.01%	6775
2023 Q4	–	Sell	-1,307	Closed	-$59K	–	7473
2023 Q3	$58.4K	Buy	1,307 +1,238	+1,794%	+$56.7K	﹤0.01%	5101
2023 Q2	$3.22K	Buy	+69	New	+$3.24K	﹤0.01%	6146
2023 Q1	–	Sell	-2,488	Closed	-$117K	–	7609
2022 Q4	$114K	Sell	2,488 -3,223	-56%	-$148K	﹤0.01%	4470
2022 Q3	$262K	Buy	+5,711	New	+$274K	﹤0.01%	4091
2022 Q2	–	Sell	-1	Closed	-$49	–	7149
2022 Q1	$0	Hold	1	–	–	﹤0.01%	7438
2021 Q4	$0	Buy	+1	New	+$54	﹤0.01%	7516
2021 Q3	–	Sell	-537	Closed	-$29K	–	7240
2021 Q2	$29K	Hold	537	–	–	﹤0.01%	5766
2021 Q1	$29K	Hold	537	–	–	﹤0.01%	6043
2020 Q4	$30K	Buy	+537	New	+$30K	﹤0.01%	5747

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

Wells Fargo's JCPB Position: Q2 2026 in Review

Wells Fargo reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 2.7% in Q2 2026, selling an estimated $3.01M and leaving 2,340,725 shares worth $110M. The position accounts for 0.02% of the portfolio, ranked #644.

Wells Fargo first reported a position in JCPB in Q4 2020 and has held it in 19 quarters since. The position peaked at $116M in Q4 2025. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Wells Fargo held 2,340,725 shares of JPMorgan Core Plus Bond ETF worth $110M as of Q2 2026.
Wells Fargo sold 64,279 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $3.01M.
JPMorgan Core Plus Bond ETF made up 0.02% of Wells Fargo's portfolio in Q2 2026, its #644 holding.
Wells Fargo first reported a position in JPMorgan Core Plus Bond ETF in Q4 2020 and has held it in 19 quarters since.
Wells Fargo's JPMorgan Core Plus Bond ETF position peaked at $116M in Q4 2025.
503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.