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

Floyd Financial 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
Q3 		$11.4M Buy
254,372
+1,038
+0.4% +$47.8K 7.13% 3
2026
Q2 		$11.8M Buy
253,334
+31,358
+14% +$1.47M 7.69% 2
2026
Q1 		$10.5M Buy
221,976
+6,171
+3% +$293K 6.99% 2
2025
Q4 		$10.3M Buy
215,805
+4,554
+2% +$217K 6.99% 1
2025
Q3 		$10.1M Buy
211,251
+23,211
+12% +$1.09M 7.46% 1
2025
Q2 		$8.78M Buy
188,040
+5,828
+3% +$271K 8.11% 2
2025
Q1 		$8.57M Buy
182,212
+6,358
+4% +$296K 7.75% 1
2024
Q4 		$8.03M Buy
+175,854
New +$8.24M 6.6% 2

Other funds holding JCPB

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
Moss Adams Wealth Advisors
Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return
First Pacific Financial
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
CGN Advisors
CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

Floyd Financial Group's JCPB Position: Q3 2026 in Review

Floyd Financial Group increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 0.41% in Q3 2026, buying an estimated $47.8K and bringing the position to 254,372 shares worth $11.4M. The position accounts for 7.13% of the portfolio, ranked #3.

Floyd Financial Group first reported a position in JCPB in Q4 2024 and has held it in 8 quarters since. The position peaked at $11.8M in Q2 2026. 230 funds tracked by Wall St. Rank hold JCPB as of Q3 2026.

  • Floyd Financial Group held 254,372 shares of JPMorgan Core Plus Bond ETF worth $11.4M as of Q3 2026.
  • Floyd Financial Group bought 1,038 JPMorgan Core Plus Bond ETF shares in Q3 2026, an estimated $47.8K.
  • JPMorgan Core Plus Bond ETF made up 7.13% of Floyd Financial Group's portfolio in Q3 2026, its #3 holding.
  • Floyd Financial Group first reported a position in JPMorgan Core Plus Bond ETF in Q4 2024 and has held it in 8 quarters since.
  • Floyd Financial Group's JPMorgan Core Plus Bond ETF position peaked at $11.8M in Q2 2026.
  • 230 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2026.

Based on Floyd Financial Group's 13F filing for Q3 2026, filed 28 Oct 2026.