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 Q2	$27.7M	Buy	589,566 +84,357	+17%	+$3.96M	1.42%	12
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

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

Founders Financial Securities's JCPB Position: Q2 2026 in Review

Founders Financial Securities increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 17% in Q2 2026, buying an estimated $3.96M and bringing the position to 589,566 shares worth $27.7M. The position accounts for 1.42% of the portfolio, ranked #12.

Founders Financial Securities first reported a position in JCPB in Q1 2024 and has held it in 10 quarters since. 504 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Founders Financial Securities held 589,566 shares of JPMorgan Core Plus Bond ETF worth $27.7M as of Q2 2026.
Founders Financial Securities bought 84,357 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $3.96M.
JPMorgan Core Plus Bond ETF made up 1.42% of Founders Financial Securities's portfolio in Q2 2026, its #12 holding.
Founders Financial Securities first reported a position in JPMorgan Core Plus Bond ETF in Q1 2024 and has held it in 10 quarters since.
504 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.