HFM
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Hartford Financial Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Hartford Financial Management’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 		$36.1M Buy
768,534
+62,412
+9% +$2.93M 8.05% 1
2026
Q1 		$33.2M Sell
706,122
-19,613
-3% -$931K 8.47% 1
2025
Q4 		$34.4M Buy
725,735
+25,753
+4% +$1.23M 8.93% 1
2025
Q3 		$33.3M Buy
699,982
+16,441
+2% +$774K 8.81% 1
2025
Q2 		$32.2M Buy
683,541
+63,512
+10% +$2.95M 8.8% 1
2025
Q1 		$29.2M Buy
620,029
+5,692
+0.9% +$265K 6.02% 1
2024
Q4 		$28.3M Buy
614,337
+15,754
+3% +$739K 5.8% 1
2024
Q3 		$28.9M Buy
598,583
+6,353
+1% +$302K 5.9% 1
2024
Q2 		$27.4M Buy
592,230
+42,469
+8% +$1.95M 5.88% 1
2024
Q1 		$25.6M Buy
549,761
+70,872
+15% +$3.3M 5.41% 1
2023
Q4 		$22.5M Buy
478,889
+356,987
+293% +$16.1M 5.11% 1
2023
Q3 		$5.45M Buy
121,902
+84,054
+222% +$3.85M 1.39% 17
2023
Q2 		$1.76M Buy
37,848
+3,779
+11% +$178K 0.44% 75
2023
Q1 		$1.61M Buy
34,069
+3,299
+11% +$155K 0.42% 82
2022
Q4 		$1.41M Sell
30,770
-17,333
-36% -$796K 0.37% 92
2022
Q3 		$2.21M Buy
48,103
+22,362
+87% +$1.07M 0.65% 59
2022
Q2 		$1.24M Buy
25,741
+12,449
+94% +$607K 0.34% 94
2022
Q1 		$679K Buy
+13,292
New +$696K 0.16% 119

Other funds holding JCPB

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Hartford Financial Management's JCPB Position: Q2 2026 in Review

Hartford Financial Management increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 8.8% in Q2 2026, buying an estimated $2.93M and bringing the position to 768,534 shares worth $36.1M. The position accounts for 8.05% of the portfolio, ranked #1.

Hartford Financial Management first reported a position in JCPB in Q1 2022 and has held it in 18 quarters since. 240 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Hartford Financial Management held 768,534 shares of JPMorgan Core Plus Bond ETF worth $36.1M as of Q2 2026.
  • Hartford Financial Management bought 62,412 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $2.93M.
  • JPMorgan Core Plus Bond ETF made up 8.05% of Hartford Financial Management's portfolio in Q2 2026, its #1 holding.
  • Hartford Financial Management first reported a position in JPMorgan Core Plus Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • 240 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Hartford Financial Management's 13F filing for Q2 2026, filed 24 Jul 2026.