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

Financial Connections 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	$16.3M	Buy	345,985 +12,535	+4%	+$595K	5.66%	4
2025 Q4	$15.8M	Buy	333,450 +84,851	+34%	+$4.04M	5.43%	4
2025 Q3	$11.8M	Buy	248,599 +6,870	+3%	+$323K	4.61%	6
2025 Q2	$11.4M	Buy	241,729 +11,339	+5%	+$527K	4.69%	7
2025 Q1	$10.8M	Sell	230,390 -231,612	-50%	-$10.8M	4.87%	6
2024 Q4	$21.3M	Buy	462,002 +9,270	+2%	+$435K	10.23%	2
2024 Q3	$21.8M	Buy	452,732 +59,897	+15%	+$2.85M	10.73%	2
2024 Q2	$18.2M	Buy	+392,835	New	+$18.1M	9.44%	2

Other funds holding JCPB

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

Betterment LLC New York $59.1B AUM 18.41% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Financial Connections Group's JCPB Position: Q1 2026 in Review

Financial Connections Group increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 3.8% in Q1 2026, buying an estimated $595K and bringing the position to 345,985 shares worth $16.3M. The position accounts for 5.66% of the portfolio, ranked #4.

Financial Connections Group first reported a position in JCPB in Q2 2024 and has held it in 8 quarters since. The position peaked at $21.8M in Q3 2024. 481 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

Financial Connections Group held 345,985 shares of JPMorgan Core Plus Bond ETF worth $16.3M as of Q1 2026.
Financial Connections Group bought 12,535 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $595K.
JPMorgan Core Plus Bond ETF made up 5.66% of Financial Connections Group's portfolio in Q1 2026, its #4 holding.
Financial Connections Group first reported a position in JPMorgan Core Plus Bond ETF in Q2 2024 and has held it in 8 quarters since.
Financial Connections Group's JPMorgan Core Plus Bond ETF position peaked at $21.8M in Q3 2024.
481 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.