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 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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Houlihan Financial Resource Group's JCPB Position: Q1 2026 in Review

Houlihan Financial Resource Group increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 4.7% in Q1 2026, buying an estimated $258K and bringing the position to 120,514 shares worth $5.67M. The position accounts for 2.21% of the portfolio, ranked #12.

Houlihan Financial Resource Group first reported a position in JCPB in Q4 2023 and has held it in 10 quarters since. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

Houlihan Financial Resource Group held 120,514 shares of JPMorgan Core Plus Bond ETF worth $5.67M as of Q1 2026.
Houlihan Financial Resource Group bought 5,444 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $258K.
JPMorgan Core Plus Bond ETF made up 2.21% of Houlihan Financial Resource Group's portfolio in Q1 2026, its #12 holding.
Houlihan Financial Resource Group first reported a position in JPMorgan Core Plus Bond ETF in Q4 2023 and has held it in 10 quarters since.
478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q1 2026, filed 29 Apr 2026.