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 Q2	$43.8M	Buy	934,157 +58,899	+7%	+$2.76M	2.24%	9
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

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

Berger Financial Group's JCPB Position: Q2 2026 in Review

Berger Financial Group increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 6.7% in Q2 2026, buying an estimated $2.76M and bringing the position to 934,157 shares worth $43.8M. The position accounts for 2.24% of the portfolio, ranked #9.

Berger Financial Group first reported a position in JCPB in Q1 2024 and has held it in 10 quarters since. 504 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Berger Financial Group held 934,157 shares of JPMorgan Core Plus Bond ETF worth $43.8M as of Q2 2026.
Berger Financial Group bought 58,899 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $2.76M.
JPMorgan Core Plus Bond ETF made up 2.24% of Berger Financial Group's portfolio in Q2 2026, its #9 holding.
Berger Financial Group first reported a position in JPMorgan Core Plus Bond ETF in Q1 2024 and has held it in 10 quarters since.
504 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.