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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
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

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

Helen Stephens Group's JCPB Position: Q2 2026 in Review

Helen Stephens Group increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 11% in Q2 2026, buying an estimated $3.96M and bringing the position to 852,446 shares worth $40M. The position accounts for 6.8% of the portfolio, ranked #5.

Helen Stephens Group first reported a position in JCPB in Q3 2022 and has held it in 16 quarters since. 240 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Helen Stephens Group held 852,446 shares of JPMorgan Core Plus Bond ETF worth $40M as of Q2 2026.
  • Helen Stephens Group bought 84,509 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $3.96M.
  • JPMorgan Core Plus Bond ETF made up 6.8% of Helen Stephens Group's portfolio in Q2 2026, its #5 holding.
  • Helen Stephens Group first reported a position in JPMorgan Core Plus Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • 240 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.