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

Beto 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 		$3.44M Sell
73,949
-20,204
-21% -$948K 1.8% 12
2026
Q1 		$4.41M Sell
94,153
-62,494
-40% -$2.97M 2.58% 8
2025
Q4 		$7.41M Buy
+156,647
New +$7.45M 5% 5

Other funds holding JCPB

Betterment LLC
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Bank of America
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

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

Beto Financial Group reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 21% in Q2 2026, selling an estimated $948K and leaving 73,949 shares worth $3.44M. The position accounts for 1.8% of the portfolio, ranked #12.

Beto Financial Group first reported a position in JCPB in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.41M in Q4 2025. 508 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Beto Financial Group held 73,949 shares of JPMorgan Core Plus Bond ETF worth $3.44M as of Q2 2026.
  • Beto Financial Group sold 20,204 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $948K.
  • JPMorgan Core Plus Bond ETF made up 1.8% of Beto Financial Group's portfolio in Q2 2026, its #12 holding.
  • Beto Financial Group first reported a position in JPMorgan Core Plus Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Beto Financial Group's JPMorgan Core Plus Bond ETF position peaked at $7.41M in Q4 2025.
  • 508 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Beto Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.