Helen Stephens Group
JCPB icon

Helen Stephens Group’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Helen Stephens 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
Q3 		$36.2M Sell
807,724
-44,722
-5% -$2.06M 5.77% 6
2026
Q2 		$40M Buy
852,446
+84,509
+11% +$3.96M 6.8% 5
2026
Q1 		$36.2M Buy
767,937
+61,227
+9% +$2.91M 7.21% 4
2025
Q4 		$33.5M Buy
706,710
+81,355
+13% +$3.87M 7.03% 4
2025
Q3 		$29.7M Buy
625,355
+68,013
+12% +$3.2M 6.6% 5
2025
Q2 		$26.2M Buy
557,342
+6,835
+1% +$317K 6.51% 7
2025
Q1 		$25.9M Buy
550,507
+83,917
+18% +$3.9M 7.33% 4
2024
Q4 		$21.5M Buy
466,590
+285,475
+158% +$13.4M 6.37% 6
2024
Q3 		$8.74M Buy
181,115
+24,302
+15% +$1.15M 2.65% 11
2024
Q2 		$7.27M Buy
156,813
+19,521
+14% +$898K 2.51% 12
2024
Q1 		$6.4M Buy
137,292
+54,472
+66% +$2.53M 2.47% 13
2023
Q4 		$3.9M Buy
82,820
+30,844
+59% +$1.39M 1.75% 15
2023
Q3 		$2.32M Buy
51,976
+24,980
+93% +$1.14M 1.2% 20
2023
Q2 		$1.26M Buy
26,996
+12,053
+81% +$567K 0.64% 26
2023
Q1 		$708K Buy
14,943
+3,832
+34% +$180K 0.37% 39
2022
Q4 		$510K Buy
11,111
+6,357
+134% +$292K 0.3% 43
2022
Q3 		$218K Buy
+4,754
New +$228K 0.15% 55

Other funds holding JCPB

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
Moss Adams Wealth Advisors
Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return
First Pacific Financial
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
CGN Advisors
CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

Helen Stephens Group's JCPB Position: Q3 2026 in Review

Helen Stephens Group reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 5.2% in Q3 2026, selling an estimated $2.06M and leaving 807,724 shares worth $36.2M. The position accounts for 5.77% of the portfolio, ranked #6.

Helen Stephens Group first reported a position in JCPB in Q3 2022 and has held it in 17 quarters since. The position peaked at $40M in Q2 2026. 232 funds tracked by Wall St. Rank hold JCPB as of Q3 2026.

  • Helen Stephens Group held 807,724 shares of JPMorgan Core Plus Bond ETF worth $36.2M as of Q3 2026.
  • Helen Stephens Group sold 44,722 JPMorgan Core Plus Bond ETF shares in Q3 2026, an estimated $2.06M.
  • JPMorgan Core Plus Bond ETF made up 5.77% of Helen Stephens Group's portfolio in Q3 2026, its #6 holding.
  • Helen Stephens Group first reported a position in JPMorgan Core Plus Bond ETF in Q3 2022 and has held it in 17 quarters since.
  • Helen Stephens Group's JPMorgan Core Plus Bond ETF position peaked at $40M in Q2 2026.
  • 232 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2026.

Based on Helen Stephens Group's 13F filing for Q3 2026, filed 14 Oct 2026.