Allen Capital Group
JCPB icon

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
Q3 		$71.3M Buy
1,593,324
+59,168
+4% +$2.72M 5.72% 2
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

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return

Allen Capital Group's JCPB Position: Q3 2026 in Review

Allen Capital Group increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 3.9% in Q3 2026, buying an estimated $2.72M and bringing the position to 1,593,324 shares worth $71.3M. The position accounts for 5.72% of the portfolio, ranked #2.

Allen Capital Group first reported a position in JCPB in Q1 2025 and has held it in 7 quarters since. The position peaked at $72M in Q2 2026. 484 funds tracked by Wall St. Rank hold JCPB as of Q3 2026.

  • Allen Capital Group held 1,593,324 shares of JPMorgan Core Plus Bond ETF worth $71.3M as of Q3 2026.
  • Allen Capital Group bought 59,168 JPMorgan Core Plus Bond ETF shares in Q3 2026, an estimated $2.72M.
  • JPMorgan Core Plus Bond ETF made up 5.72% of Allen Capital Group's portfolio in Q3 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 7 quarters since.
  • Allen Capital Group's JPMorgan Core Plus Bond ETF position peaked at $72M in Q2 2026.
  • 484 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2026.

Based on Allen Capital Group's 13F filing for Q3 2026, filed 27 Oct 2026.