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Financial Partners Group (Kansas)’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Financial Partners Group (Kansas)’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 		$16.5M Buy
352,065
+27,423
+8% +$1.29M 1.68% 18
2026
Q1 		$15.3M Buy
324,642
+16,031
+5% +$761K 1.83% 17
2025
Q4 		$14.7M Buy
308,611
+292,065
+1,765% +$13.9M 1.7% 19
2025
Q3 		$787K Buy
16,546
+10,650
+181% +$501K 0.1% 97
2025
Q2 		$277K Buy
5,896
+1,218
+26% +$56.6K 0.04% 167
2025
Q1 		$220K Buy
4,678
+51
+1% +$2.37K 0.03% 179
2024
Q4 		$213K Sell
4,627
-113
-2% -$5.3K 0.03% 175
2024
Q3 		$229K Sell
4,740
-181
-4% -$8.6K 0.03% 174
2024
Q2 		$228K Buy
4,921
+194
+4% +$8.92K 0.04% 163
2024
Q1 		$220K Sell
4,727
-16
-0.3% -$744 0.04% 165
2023
Q4 		$223K Buy
4,743
+14
+0.3% +$632 0.04% 157
2023
Q3 		$210K Buy
4,729
+225
+5% +$10.3K 0.04% 151
2023
Q2 		$207K Buy
+4,504
New +$212K 0.04% 151

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

Financial Partners Group (Kansas)'s JCPB Position: Q2 2026 in Review

Financial Partners Group (Kansas) increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 8.4% in Q2 2026, buying an estimated $1.29M and bringing the position to 352,065 shares worth $16.5M. The position accounts for 1.68% of the portfolio, ranked #18.

Financial Partners Group (Kansas) first reported a position in JCPB in Q2 2023 and has held it in 13 quarters since. 506 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Financial Partners Group (Kansas) held 352,065 shares of JPMorgan Core Plus Bond ETF worth $16.5M as of Q2 2026.
  • Financial Partners Group (Kansas) bought 27,423 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $1.29M.
  • JPMorgan Core Plus Bond ETF made up 1.68% of Financial Partners Group (Kansas)'s portfolio in Q2 2026, its #18 holding.
  • Financial Partners Group (Kansas) first reported a position in JPMorgan Core Plus Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • 506 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2026, filed 23 Jul 2026.