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

Embree 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 Q3	$10.8M	Buy	242,041 +12,327	+5%	+$568K	1.06%	23
2026 Q2	$10.8M	Buy	229,714 +41,735	+22%	+$1.96M	1.08%	23
2026 Q1	$8.85M	Buy	187,979 +62,285	+50%	+$2.96M	1.04%	27
2025 Q4	$5.95M	Buy	125,694 +34,693	+38%	+$1.65M	0.73%	30
2025 Q3	$4.33M	Buy	91,001 +55,531	+157%	+$2.61M	0.58%	36
2025 Q2	$1.67M	Buy	35,470 +6,953	+24%	+$323K	0.25%	73
2025 Q1	$1.34M	Buy	+28,517	New	+$1.33M	0.22%	80

Other funds holding JCPB

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

Embree Financial Group's JCPB Position: Q3 2026 in Review

Embree Financial Group increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 5.4% in Q3 2026, buying an estimated $568K and bringing the position to 242,041 shares worth $10.8M. The position accounts for 1.06% of the portfolio, ranked #23.

Embree Financial Group first reported a position in JCPB in Q1 2025 and has held it in 7 quarters since. 152 funds tracked by Wall St. Rank hold JCPB as of Q3 2026.

Embree Financial Group held 242,041 shares of JPMorgan Core Plus Bond ETF worth $10.8M as of Q3 2026.
Embree Financial Group bought 12,327 JPMorgan Core Plus Bond ETF shares in Q3 2026, an estimated $568K.
JPMorgan Core Plus Bond ETF made up 1.06% of Embree Financial Group's portfolio in Q3 2026, its #23 holding.
Embree Financial Group first reported a position in JPMorgan Core Plus Bond ETF in Q1 2025 and has held it in 7 quarters since.
152 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2026.

Based on Embree Financial Group's 13F filing for Q3 2026, filed 22 Oct 2026.