First Citizens Financial Corp’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

First Citizens Financial Corp’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	$1.01M	Buy	21,561 +600	+3%	+$28.1K	0.42%	61
2026 Q1	$987K	Sell	20,961 -375	-2%	-$17.8K	0.47%	58
2025 Q4	$1.01M	Sell	21,336 -6,818	-24%	-$324K	0.5%	54
2025 Q3	$1.34M	Buy	28,154 +2,846	+11%	+$134K	0.66%	43
2025 Q2	$1.19M	Buy	25,308 +437	+2%	+$20.3K	0.66%	45
2025 Q1	$1.17M	Buy	24,871 +76	+0.3%	+$3.53K	0.66%	44
2024 Q4	$1.14M	Buy	24,795 +1,033	+4%	+$48.4K	0.62%	39
2024 Q3	$1.15M	Buy	23,762 +304	+1%	+$14.4K	0.61%	41
2024 Q2	$1.09M	Buy	23,458 +4,770	+26%	+$219K	0.64%	40
2024 Q1	$872K	Buy	18,688 +254	+1%	+$11.8K	0.52%	49
2023 Q4	$868K	Buy	18,434 +8,171	+80%	+$369K	0.56%	45
2023 Q3	$458K	Buy	10,263 +2,347	+30%	+$107K	0.32%	63
2023 Q2	$369K	Buy	+7,916	New	+$372K	0.25%	74

Other funds holding JCPB

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 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

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

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

First Citizens Financial Corp's JCPB Position: Q2 2026 in Review

First Citizens Financial Corp increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 2.9% in Q2 2026, buying an estimated $28.1K and bringing the position to 21,561 shares worth $1.01M. The position accounts for 0.42% of the portfolio, ranked #61.

First Citizens Financial Corp first reported a position in JCPB in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.34M in Q3 2025. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

First Citizens Financial Corp held 21,561 shares of JPMorgan Core Plus Bond ETF worth $1.01M as of Q2 2026.
First Citizens Financial Corp bought 600 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $28.1K.
JPMorgan Core Plus Bond ETF made up 0.42% of First Citizens Financial Corp's portfolio in Q2 2026, its #61 holding.
First Citizens Financial Corp first reported a position in JPMorgan Core Plus Bond ETF in Q2 2023 and has held it in 13 quarters since.
First Citizens Financial Corp's JPMorgan Core Plus Bond ETF position peaked at $1.34M in Q3 2025.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on First Citizens Financial Corp's 13F filing for Q2 2026, filed 7 Jul 2026.