Founders Financial Securities’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Founders Financial Securities’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 Q1	$23.8M	Buy	505,209 +54,754	+12%	+$2.6M	1.34%	13
2025 Q4	$21.3M	Buy	450,455 +46,663	+12%	+$2.22M	1.26%	15
2025 Q3	$19.2M	Buy	403,792 +108,542	+37%	+$5.11M	1.31%	16
2025 Q2	$13.9M	Sell	295,250 -653	-0.2%	-$30.3K	1.06%	20
2025 Q1	$13.9M	Buy	295,903 +17,183	+6%	+$799K	1.18%	19
2024 Q4	$12.8M	Sell	278,720 -22,605	-8%	-$1.06M	1.16%	17
2024 Q3	$14.5M	Buy	301,325 +94,887	+46%	+$4.51M	1.34%	17
2024 Q2	$9.56M	Buy	206,438 +2,538	+1%	+$117K	0.9%	31
2024 Q1	$9.51M	Buy	+203,900	New	+$9.49M	1%	28

Other funds holding JCPB

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Founders Financial Securities's JCPB Position: Q1 2026 in Review

Founders Financial Securities increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 12% in Q1 2026, buying an estimated $2.6M and bringing the position to 505,209 shares worth $23.8M. The position accounts for 1.34% of the portfolio, ranked #13.

Founders Financial Securities first reported a position in JCPB in Q1 2024 and has held it in 9 quarters since. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

Founders Financial Securities held 505,209 shares of JPMorgan Core Plus Bond ETF worth $23.8M as of Q1 2026.
Founders Financial Securities bought 54,754 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $2.6M.
JPMorgan Core Plus Bond ETF made up 1.34% of Founders Financial Securities's portfolio in Q1 2026, its #13 holding.
Founders Financial Securities first reported a position in JPMorgan Core Plus Bond ETF in Q1 2024 and has held it in 9 quarters since.
478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Founders Financial Securities's 13F filing for Q1 2026, filed 16 Apr 2026.