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

Delta 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
2025
Q1 		$1.34M Buy
28,589
+19,181
+204% +$892K 0.31% 58
2024
Q4 		$433K Buy
+9,408
New +$441K 0.1% 144

Other funds holding JCPB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Delta Financial Group's JCPB Position: Q1 2025 in Review

Delta Financial Group increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 204% in Q1 2025, buying an estimated $892K and bringing the position to 28,589 shares worth $1.34M. The position accounts for 0.31% of the portfolio, ranked #58.

Delta Financial Group first reported a position in JCPB in Q4 2024 and has held it in 2 quarters since. 347 funds tracked by Wall St. Rank hold JCPB as of Q1 2025.

  • Delta Financial Group held 28,589 shares of JPMorgan Core Plus Bond ETF worth $1.34M as of Q1 2025.
  • Delta Financial Group bought 19,181 JPMorgan Core Plus Bond ETF shares in Q1 2025, an estimated $892K.
  • JPMorgan Core Plus Bond ETF made up 0.31% of Delta Financial Group's portfolio in Q1 2025, its #58 holding.
  • Delta Financial Group first reported a position in JPMorgan Core Plus Bond ETF in Q4 2024 and has held it in 2 quarters since.
  • 347 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2025.

Based on Delta Financial Group's 13F filing for Q1 2025, filed 9 May 2025.