Bond & Devick Financial Network’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Bond & Devick Financial Network’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	$22.6M	Buy	480,768 +23,447	+5%	+$1.1M	5.56%	3
2026 Q1	$21.5M	Buy	457,321 +12,599	+3%	+$598K	6.01%	3
2025 Q4	$21.1M	Buy	444,722 +39,379	+10%	+$1.87M	5.93%	3
2025 Q3	$19.3M	Buy	405,343 +45,404	+13%	+$2.14M	5.8%	3
2025 Q2	$16.9M	Buy	359,939 +21,314	+6%	+$990K	5.63%	3
2025 Q1	$15.9M	Buy	338,625 +173,077	+105%	+$8.05M	5.78%	3
2024 Q4	$7.99M	Hold	165,548	–	–	3.41%	8
2024 Q3	$7.99M	Buy	165,548 +10,969	+7%	+$521K	3.41%	8
2024 Q2	$7.16M	Buy	154,579 +10,822	+8%	+$498K	3.84%	8
2024 Q1	$6.71M	Buy	143,757 +4,616	+3%	+$215K	3.64%	9
2023 Q4	$6.55M	Buy	139,141 +4,830	+4%	+$218K	3.73%	9
2023 Q3	$6M	Sell	134,311 -83,136	-38%	-$3.8M	3.86%	9
2023 Q2	$10.1M	Buy	217,447 +740	+0.3%	+$34.8K	6.29%	4
2023 Q1	$10.3M	Buy	+216,707	New	+$10.2M	6.55%	2

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

Bond & Devick Financial Network's JCPB Position: Q2 2026 in Review

Bond & Devick Financial Network increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 5.1% in Q2 2026, buying an estimated $1.1M and bringing the position to 480,768 shares worth $22.6M. The position accounts for 5.56% of the portfolio, ranked #3.

Bond & Devick Financial Network first reported a position in JCPB in Q1 2023 and has held it in 14 quarters since. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Bond & Devick Financial Network held 480,768 shares of JPMorgan Core Plus Bond ETF worth $22.6M as of Q2 2026.
Bond & Devick Financial Network bought 23,447 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $1.1M.
JPMorgan Core Plus Bond ETF made up 5.56% of Bond & Devick Financial Network's portfolio in Q2 2026, its #3 holding.
Bond & Devick Financial Network first reported a position in JPMorgan Core Plus Bond ETF in Q1 2023 and has held it in 14 quarters since.
503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Bond & Devick Financial Network's 13F filing for Q2 2026, filed 16 Jul 2026.