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

First Pacific Financial’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 Q3	$94.8M	Buy	2,117,595 +45,047	+2%	+$2.07M	9.7%	1
2026 Q2	$97.3M	Buy	2,072,548 +66,861	+3%	+$3.14M	11.59%	1
2026 Q1	$94.4M	Buy	2,005,687 +80,530	+4%	+$3.82M	12.16%	1
2025 Q4	$91.2M	Buy	1,925,157 +178,303	+10%	+$8.48M	11.9%	1
2025 Q3	$83.1M	Buy	1,746,854 +61,947	+4%	+$2.92M	11.54%	1
2025 Q2	$79.3M	Buy	1,684,907 +45,332	+3%	+$2.11M	11.69%	1
2025 Q1	$77.1M	Buy	+1,639,575	New	+$76.2M	15.65%	1

Other funds holding JCPB

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

WWM

Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return

PGFG

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

HSG

Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

First Pacific Financial's JCPB Position: Q3 2026 in Review

First Pacific Financial increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 2.2% in Q3 2026, buying an estimated $2.07M and bringing the position to 2,117,595 shares worth $94.8M. The position accounts for 9.7% of the portfolio, ranked #1.

First Pacific Financial first reported a position in JCPB in Q1 2025 and has held it in 7 quarters since. The position peaked at $97.3M in Q2 2026. 61 funds tracked by Wall St. Rank hold JCPB as of Q3 2026.

First Pacific Financial held 2,117,595 shares of JPMorgan Core Plus Bond ETF worth $94.8M as of Q3 2026.
First Pacific Financial bought 45,047 JPMorgan Core Plus Bond ETF shares in Q3 2026, an estimated $2.07M.
JPMorgan Core Plus Bond ETF made up 9.7% of First Pacific Financial's portfolio in Q3 2026, its #1 holding.
First Pacific Financial first reported a position in JPMorgan Core Plus Bond ETF in Q1 2025 and has held it in 7 quarters since.
First Pacific Financial's JPMorgan Core Plus Bond ETF position peaked at $97.3M in Q2 2026.
61 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2026.

Based on First Pacific Financial's 13F filing for Q3 2026, filed 14 Oct 2026.