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

Houlihan Financial Resource 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	$5.89M	Buy	125,465 +4,951	+4%	+$232K	2.1%	11
2026 Q1	$5.67M	Buy	120,514 +5,444	+5%	+$258K	2.21%	12
2025 Q4	$5.46M	Buy	115,070 +77,845	+209%	+$3.7M	2.07%	15
2025 Q3	$1.77M	Sell	37,225 -41,760	-53%	-$1.97M	1.55%	26
2025 Q2	$3.71M	Buy	78,985 +5,200	+7%	+$242K	1.54%	23
2025 Q1	$3.47M	Buy	73,785 +1,630	+2%	+$75.8K	1.56%	23
2024 Q4	$3.32M	Buy	72,155 +16,310	+29%	+$765K	1.42%	27
2024 Q3	$2.69M	Buy	55,845 +33,550	+150%	+$1.59M	1.11%	31
2024 Q2	$1.03M	Buy	22,295 +6,805	+44%	+$313K	0.7%	28
2024 Q1	$723K	Buy	15,490 +10,950	+241%	+$509K	0.32%	53
2023 Q4	$214K	Buy	+4,540	New	+$205K	0.1%	98

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

Houlihan Financial Resource Group's JCPB Position: Q2 2026 in Review

Houlihan Financial Resource Group increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 4.1% in Q2 2026, buying an estimated $232K and bringing the position to 125,465 shares worth $5.89M. The position accounts for 2.1% of the portfolio, ranked #11.

Houlihan Financial Resource Group first reported a position in JCPB in Q4 2023 and has held it in 11 quarters since. 506 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Houlihan Financial Resource Group held 125,465 shares of JPMorgan Core Plus Bond ETF worth $5.89M as of Q2 2026.
Houlihan Financial Resource Group bought 4,951 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $232K.
JPMorgan Core Plus Bond ETF made up 2.1% of Houlihan Financial Resource Group's portfolio in Q2 2026, its #11 holding.
Houlihan Financial Resource Group first reported a position in JPMorgan Core Plus Bond ETF in Q4 2023 and has held it in 11 quarters since.
506 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q2 2026, filed 10 Aug 2026.