EFS
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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
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

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Econ Financial Services's JCPB Position: Q2 2026 in Review

Econ Financial Services increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 18% in Q2 2026, buying an estimated $2.09M and bringing the position to 286,248 shares worth $13.4M. The position accounts for 6.28% of the portfolio, ranked #1.

Econ Financial Services first reported a position in JCPB in Q2 2023 and has held it in 13 quarters since. The position peaked at $15.5M in Q3 2025. 240 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Econ Financial Services held 286,248 shares of JPMorgan Core Plus Bond ETF worth $13.4M as of Q2 2026.
  • Econ Financial Services bought 44,654 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $2.09M.
  • JPMorgan Core Plus Bond ETF made up 6.28% of Econ Financial Services's portfolio in Q2 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 13 quarters since.
  • Econ Financial Services's JPMorgan Core Plus Bond ETF position peaked at $15.5M in Q3 2025.
  • 240 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Econ Financial Services's 13F filing for Q2 2026, filed 23 Jul 2026.