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

Allen Capital 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	$72M	Buy	1,534,156 +63,461	+4%	+$2.98M	5.86%	2
2026 Q1	$69.2M	Buy	1,470,695 +253,092	+21%	+$12M	6.19%	1
2025 Q4	$57.7M	Buy	1,217,603 +62,492	+5%	+$2.97M	5.28%	2
2025 Q3	$54.9M	Buy	1,155,111 +60,496	+6%	+$2.85M	5.18%	2
2025 Q2	$51.5M	Buy	1,094,615 +75,500	+7%	+$3.51M	5.29%	2
2025 Q1	$47.9M	Buy	+1,019,115	New	+$47.4M	5.41%	3

Other funds holding JCPB

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Allen Capital Group's JCPB Position: Q2 2026 in Review

Allen Capital Group increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 4.3% in Q2 2026, buying an estimated $2.98M and bringing the position to 1,534,156 shares worth $72M. The position accounts for 5.86% of the portfolio, ranked #2.

Allen Capital Group first reported a position in JCPB in Q1 2025 and has held it in 6 quarters since. 178 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Allen Capital Group held 1,534,156 shares of JPMorgan Core Plus Bond ETF worth $72M as of Q2 2026.
Allen Capital Group bought 63,461 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $2.98M.
JPMorgan Core Plus Bond ETF made up 5.86% of Allen Capital Group's portfolio in Q2 2026, its #2 holding.
Allen Capital Group first reported a position in JPMorgan Core Plus Bond ETF in Q1 2025 and has held it in 6 quarters since.
178 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Allen Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.