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

Essex 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 		$10.6M Buy
226,368
+87,512
+63% +$4.1M 0.53% 43
2026
Q1 		$6.54M Buy
138,856
+59,107
+74% +$2.81M 0.37% 61
2025
Q4 		$3.78M Buy
79,749
+48,545
+156% +$2.31M 0.21% 100
2025
Q3 		$1.48M Buy
31,204
+22,792
+271% +$1.07M 0.09% 200
2025
Q2 		$396K Buy
+8,412
New +$391K 0.03% 464

Other funds holding JCPB

Betterment LLC
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Bank of America
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

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

Essex Financial Services increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 63% in Q2 2026, buying an estimated $4.1M and bringing the position to 226,368 shares worth $10.6M. The position accounts for 0.53% of the portfolio, ranked #43.

Essex Financial Services first reported a position in JCPB in Q2 2025 and has held it in 5 quarters since. 508 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Essex Financial Services held 226,368 shares of JPMorgan Core Plus Bond ETF worth $10.6M as of Q2 2026.
  • Essex Financial Services bought 87,512 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $4.1M.
  • JPMorgan Core Plus Bond ETF made up 0.53% of Essex Financial Services's portfolio in Q2 2026, its #43 holding.
  • Essex Financial Services first reported a position in JPMorgan Core Plus Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 508 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.