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 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

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

Floyd Financial Group's JCPB Position: Q2 2026 in Review

Floyd Financial Group increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 14% in Q2 2026, buying an estimated $1.47M and bringing the position to 253,334 shares worth $11.8M. The position accounts for 7.69% of the portfolio, ranked #2.

Floyd Financial Group first reported a position in JCPB in Q4 2024 and has held it in 7 quarters since. 506 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Floyd Financial Group held 253,334 shares of JPMorgan Core Plus Bond ETF worth $11.8M as of Q2 2026.
Floyd Financial Group bought 31,358 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $1.47M.
JPMorgan Core Plus Bond ETF made up 7.69% of Floyd Financial Group's portfolio in Q2 2026, its #2 holding.
Floyd Financial Group first reported a position in JPMorgan Core Plus Bond ETF in Q4 2024 and has held it in 7 quarters since.
506 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Floyd Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.