Elm3 Financial Group’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Elm3 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
2026 Q2	$421K	Buy	8,978 +170	+2%	+$7.97K	0.29%	77
2026 Q1	$415K	Buy	8,808 +102	+1%	+$4.84K	0.35%	75
2025 Q4	$412K	Buy	8,706 +1,026	+13%	+$48.8K	0.34%	74
2025 Q3	$365K	Sell	7,680 -690	-8%	-$32.5K	0.3%	78
2025 Q2	$394K	Sell	8,370 -4,338	-34%	-$202K	0.33%	77
2025 Q1	$598K	Sell	12,708 -11,061	-47%	-$514K	0.53%	43
2024 Q4	$1.1M	Buy	+23,769	New	+$1.11M	0.93%	28

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

Elm3 Financial Group's JCPB Position: Q2 2026 in Review

Elm3 Financial Group increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 1.9% in Q2 2026, buying an estimated $7.97K and bringing the position to 8,978 shares worth $421K. The position accounts for 0.29% of the portfolio, ranked #77.

Elm3 Financial Group first reported a position in JCPB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.1M in Q4 2024. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Elm3 Financial Group held 8,978 shares of JPMorgan Core Plus Bond ETF worth $421K as of Q2 2026.
Elm3 Financial Group bought 170 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $7.97K.
JPMorgan Core Plus Bond ETF made up 0.29% of Elm3 Financial Group's portfolio in Q2 2026, its #77 holding.
Elm3 Financial Group first reported a position in JPMorgan Core Plus Bond ETF in Q4 2024 and has held it in 7 quarters since.
Elm3 Financial Group's JPMorgan Core Plus Bond ETF position peaked at $1.1M in Q4 2024.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Elm3 Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.