Hughes Financial Services’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Hughes Financial Services’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	$76.1M	Buy	1,620,206 +113,708	+8%	+$5.33M	10.08%	2
2026 Q1	$70.9M	Buy	1,506,498 +72,475	+5%	+$3.44M	10.9%	2
2025 Q4	$67.9M	Buy	1,434,023 +126,349	+10%	+$6.01M	10.66%	2
2025 Q3	$62.1M	Buy	1,307,674 +45,353	+4%	+$2.13M	9.87%	2
2025 Q2	$59.4M	Sell	1,262,321 -39,310	-3%	-$1.83M	10.2%	2
2025 Q1	$61.1M	Buy	1,301,631 +84,050	+7%	+$3.91M	11.96%	2
2024 Q4	$56.1M	Buy	+1,217,581	New	+$57.1M	11.52%	2

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

Hughes Financial Services's JCPB Position: Q2 2026 in Review

Hughes Financial Services increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 7.5% in Q2 2026, buying an estimated $5.33M and bringing the position to 1,620,206 shares worth $76.1M. The position accounts for 10.08% of the portfolio, ranked #2.

Hughes Financial Services first reported a position in JCPB in Q4 2024 and has held it in 7 quarters since. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Hughes Financial Services held 1,620,206 shares of JPMorgan Core Plus Bond ETF worth $76.1M as of Q2 2026.
Hughes Financial Services bought 113,708 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $5.33M.
JPMorgan Core Plus Bond ETF made up 10.08% of Hughes Financial Services's portfolio in Q2 2026, its #2 holding.
Hughes Financial Services first reported a position in JPMorgan Core Plus Bond ETF in Q4 2024 and has held it in 7 quarters since.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.