Berger Financial Group’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Berger Financial 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 Q1	$41.2M	Sell	875,258 -7,965	-0.9%	-$378K	2.31%	8
2025 Q4	$41.8M	Buy	883,223 +37,778	+4%	+$1.8M	2.42%	8
2025 Q3	$40.2M	Buy	845,445 +5,831	+0.7%	+$274K	2.4%	8
2025 Q2	$39.5M	Buy	839,614 +29,941	+4%	+$1.39M	2.55%	7
2025 Q1	$38.1M	Buy	809,673 +530,365	+190%	+$24.7M	2.64%	7
2024 Q4	$12.9M	Buy	279,308 +156	+0.1%	+$7.31K	0.89%	27
2024 Q3	$13.5M	Buy	279,152 +2,084	+0.8%	+$99K	0.97%	25
2024 Q2	$12.8M	Sell	277,068 -113,265	-29%	-$5.21M	1.02%	21
2024 Q1	$18.2M	Buy	+390,333	New	+$18.2M	1.5%	13

Other funds holding JCPB

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Berger Financial Group's JCPB Position: Q1 2026 in Review

Berger Financial Group reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 0.9% in Q1 2026, selling an estimated $378K and leaving 875,258 shares worth $41.2M. The position accounts for 2.31% of the portfolio, ranked #8.

Berger Financial Group first reported a position in JCPB in Q1 2024 and has held it in 9 quarters since. The position peaked at $41.8M in Q4 2025. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

Berger Financial Group held 875,258 shares of JPMorgan Core Plus Bond ETF worth $41.2M as of Q1 2026.
Berger Financial Group sold 7,965 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $378K.
JPMorgan Core Plus Bond ETF made up 2.31% of Berger Financial Group's portfolio in Q1 2026, its #8 holding.
Berger Financial Group first reported a position in JPMorgan Core Plus Bond ETF in Q1 2024 and has held it in 9 quarters since.
Berger Financial Group's JPMorgan Core Plus Bond ETF position peaked at $41.8M in Q4 2025.
478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.