WhitTier Trust Company’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

WhitTier Trust Company’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	$44.6K	Sell	958 -1,809	-65%	-$84.8K	﹤0.01%	762
2026 Q1	$130K	Buy	2,767 +117	+4%	+$5.55K	﹤0.01%	555
2025 Q4	$126K	Buy	2,650 +1,639	+162%	+$78K	﹤0.01%	553
2025 Q3	$48K	Sell	1,011 -341	-25%	-$16K	﹤0.01%	703
2025 Q2	$63.6K	Buy	1,352 +331	+32%	+$15.4K	﹤0.01%	722
2025 Q1	$48K	Buy	1,021 +58	+6%	+$2.7K	﹤0.01%	780
2024 Q4	$44.4K	Buy	963 +36	+4%	+$1.69K	﹤0.01%	779
2024 Q3	$44.7K	Hold	927	–	–	﹤0.01%	776
2024 Q2	$42.9K	Sell	927 -1,085	-54%	-$49.9K	﹤0.01%	740
2024 Q1	$93.8K	Buy	2,012 +676	+51%	+$31.4K	﹤0.01%	570
2023 Q4	$62.9K	Buy	+1,336	New	+$60.3K	﹤0.01%	642

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

WhitTier Trust Company's JCPB Position: Q2 2026 in Review

WhitTier Trust Company reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 65% in Q2 2026, selling an estimated $84.8K and leaving 958 shares worth $44.6K. The position accounts for ﹤0.01% of the portfolio, ranked #762.

WhitTier Trust Company first reported a position in JCPB in Q4 2023 and has held it in 11 quarters since. The position peaked at $130K in Q1 2026. 506 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

WhitTier Trust Company held 958 shares of JPMorgan Core Plus Bond ETF worth $44.6K as of Q2 2026.
WhitTier Trust Company sold 1,809 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $84.8K.
JPMorgan Core Plus Bond ETF made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #762 holding.
WhitTier Trust Company first reported a position in JPMorgan Core Plus Bond ETF in Q4 2023 and has held it in 11 quarters since.
WhitTier Trust Company's JPMorgan Core Plus Bond ETF position peaked at $130K in Q1 2026.
506 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.