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Forum Finance Group’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Forum Finance 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 		$200K Hold
5,260
– – 0.07% 152
2026
Q1 		$197K Buy
+5,260
New +$250K 0.11% 128

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Bank of America
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

Forum Finance Group's JCPB Position: Q2 2026 in Review

Forum Finance Group held its JPMorgan Core Plus Bond ETF (JCPB) position steady in Q2 2026 at 5,260 shares worth $200K. The position accounts for 0.07% of the portfolio, ranked #152.

Forum Finance Group first reported a position in JCPB in Q1 2026 and has held it in 2 quarters since. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Forum Finance Group held 5,260 shares of JPMorgan Core Plus Bond ETF worth $200K as of Q2 2026.
  • Forum Finance Group left its JPMorgan Core Plus Bond ETF share count unchanged in Q2 2026.
  • JPMorgan Core Plus Bond ETF made up 0.07% of Forum Finance Group's portfolio in Q2 2026, its #152 holding.
  • Forum Finance Group first reported a position in JPMorgan Core Plus Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.