CFS
JCPB icon

Coordinated Financial Services’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Coordinated Financial Services’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 		$2.99M Buy
63,506
+1,552
+3% +$73.7K 1.72% 9
2025
Q4 		$2.93M Buy
61,954
+6,326
+11% +$301K 1.69% 9
2025
Q3 		$2.65M Buy
55,628
+1,425
+3% +$67.1K 1.7% 10
2025
Q2 		$2.55M Buy
54,203
+5,278
+11% +$245K 1.77% 9
2025
Q1 		$2.3M Buy
48,925
+29,601
+153% +$1.38M 1.76% 8
2024
Q4 		$890K Buy
+19,324
New +$906K 0.69% 42

Other funds holding JCPB

HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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 $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
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
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

Coordinated Financial Services's JCPB Position: Q1 2026 in Review

Coordinated Financial Services increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 2.5% in Q1 2026, buying an estimated $73.7K and bringing the position to 63,506 shares worth $2.99M. The position accounts for 1.72% of the portfolio, ranked #9.

Coordinated Financial Services first reported a position in JCPB in Q4 2024 and has held it in 6 quarters since. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

  • Coordinated Financial Services held 63,506 shares of JPMorgan Core Plus Bond ETF worth $2.99M as of Q1 2026.
  • Coordinated Financial Services bought 1,552 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $73.7K.
  • JPMorgan Core Plus Bond ETF made up 1.72% of Coordinated Financial Services's portfolio in Q1 2026, its #9 holding.
  • Coordinated Financial Services first reported a position in JPMorgan Core Plus Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.