Econ Financial Services
JCPB icon

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

Econ 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
Q3 		$14.1M Buy
315,729
+29,481
+10% +$1.36M 5.91% 1
2026
Q2 		$13.4M Buy
286,248
+44,654
+18% +$2.09M 6.28% 1
2026
Q1 		$11.4M Buy
241,594
+55,693
+30% +$2.64M 5.28% 1
2025
Q4 		$8.8M Sell
185,901
-140,283
-43% -$6.67M 4.41% 2
2025
Q3 		$15.5M Buy
326,184
+11,325
+4% +$533K 7.73% 1
2025
Q2 		$14.8M Buy
314,859
+30,241
+11% +$1.4M 7.63% 1
2025
Q1 		$13.4M Buy
284,618
+3,721
+1% +$173K 7.13% 1
2024
Q4 		$12.9M Buy
280,897
+174,245
+163% +$8.17M 7.42% 1
2024
Q3 		$5.14M Buy
106,652
+375
+0.4% +$17.8K 2.88% 5
2024
Q2 		$4.92M Buy
106,277
+17,634
+20% +$811K 3.05% 6
2024
Q1 		$4.13M Sell
88,643
-9,390
-10% -$437K 2.57% 9
2023
Q4 		$4.62M Buy
98,033
+10,253
+12% +$463K 3.25% 8
2023
Q3 		$3.92M Buy
87,780
+77,902
+789% +$3.56M 2.86% 9
2023
Q2 		$460K Buy
+9,878
New +$464K 0.33% 71

Other funds holding JCPB

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
Moss Adams Wealth Advisors
Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return
First Pacific Financial
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
CGN Advisors
CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

Econ Financial Services's JCPB Position: Q3 2026 in Review

Econ Financial Services increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 10% in Q3 2026, buying an estimated $1.36M and bringing the position to 315,729 shares worth $14.1M. The position accounts for 5.91% of the portfolio, ranked #1.

Econ Financial Services first reported a position in JCPB in Q2 2023 and has held it in 14 quarters since. The position peaked at $15.5M in Q3 2025. 230 funds tracked by Wall St. Rank hold JCPB as of Q3 2026.

  • Econ Financial Services held 315,729 shares of JPMorgan Core Plus Bond ETF worth $14.1M as of Q3 2026.
  • Econ Financial Services bought 29,481 JPMorgan Core Plus Bond ETF shares in Q3 2026, an estimated $1.36M.
  • JPMorgan Core Plus Bond ETF made up 5.91% of Econ Financial Services's portfolio in Q3 2026, its #1 holding.
  • Econ Financial Services first reported a position in JPMorgan Core Plus Bond ETF in Q2 2023 and has held it in 14 quarters since.
  • Econ Financial Services's JPMorgan Core Plus Bond ETF position peaked at $15.5M in Q3 2025.
  • 230 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2026.

Based on Econ Financial Services's 13F filing for Q3 2026, filed 19 Oct 2026.