EFG
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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
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

HWM
HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return