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
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

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 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 $10.6B AUM 34.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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 $8.41B 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

Essex Financial Services's JCPB Position: Q1 2026 in Review

Essex Financial Services increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 74% in Q1 2026, buying an estimated $2.81M and bringing the position to 138,856 shares worth $6.54M. The position accounts for 0.37% of the portfolio, ranked #61.

Essex Financial Services first reported a position in JCPB in Q2 2025 and has held it in 4 quarters since. 479 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

  • Essex Financial Services held 138,856 shares of JPMorgan Core Plus Bond ETF worth $6.54M as of Q1 2026.
  • Essex Financial Services bought 59,107 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $2.81M.
  • JPMorgan Core Plus Bond ETF made up 0.37% of Essex Financial Services's portfolio in Q1 2026, its #61 holding.
  • Essex Financial Services first reported a position in JPMorgan Core Plus Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 479 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.