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

Goldstone 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	$1.25M	Sell	26,709 -221	-0.8%	-$10.4K	0.11%	107
2026 Q1	$1.27M	Sell	26,930 -2,185	-8%	-$104K	0.14%	103
2025 Q4	$1.38M	Sell	29,115 -1,619	-5%	-$77K	0.15%	91
2025 Q3	$1.46M	Sell	30,734 -755	-2%	-$35.5K	0.17%	82
2025 Q2	$1.47M	Sell	31,489 -46,033	-59%	-$2.14M	0.19%	72
2025 Q1	$3.65M	Buy	77,522 +965	+1%	+$44.9K	0.55%	43
2024 Q4	$3.53M	Buy	+76,557	New	+$3.59M	0.55%	44

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

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

Goldstone Financial Group reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 0.82% in Q2 2026, selling an estimated $10.4K and leaving 26,709 shares worth $1.25M. The position accounts for 0.11% of the portfolio, ranked #107.

Goldstone Financial Group first reported a position in JCPB in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.65M in Q1 2025. 508 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Goldstone Financial Group held 26,709 shares of JPMorgan Core Plus Bond ETF worth $1.25M as of Q2 2026.
Goldstone Financial Group sold 221 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $10.4K.
JPMorgan Core Plus Bond ETF made up 0.11% of Goldstone Financial Group's portfolio in Q2 2026, its #107 holding.
Goldstone Financial Group first reported a position in JPMorgan Core Plus Bond ETF in Q4 2024 and has held it in 7 quarters since.
Goldstone Financial Group's JPMorgan Core Plus Bond ETF position peaked at $3.65M in Q1 2025.
508 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.