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

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return