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

Kelly Financial 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	$32.2M	Buy	686,820 +33,476	+5%	+$1.57M	7.16%	3
2026 Q1	$30.8M	Buy	653,344 +19,759	+3%	+$938K	7.74%	3
2025 Q4	$30.1M	Buy	633,585 +26,491	+4%	+$1.26M	7.66%	3
2025 Q3	$28.9M	Buy	607,094 +55,898	+10%	+$2.63M	7.66%	3
2025 Q2	$25.9M	Buy	551,196 +29,689	+6%	+$1.38M	7.51%	3
2025 Q1	$24.5M	Buy	521,507 +39,539	+8%	+$1.84M	7.67%	3
2024 Q4	$22.3M	Buy	+481,968	New	+$22.6M	7.93%	3

Other funds holding JCPB

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

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WWM

Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Kelly Financial Group's JCPB Position: Q2 2026 in Review

Kelly Financial Group increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 5.1% in Q2 2026, buying an estimated $1.57M and bringing the position to 686,820 shares worth $32.2M. The position accounts for 7.16% of the portfolio, ranked #3.

Kelly Financial Group first reported a position in JCPB in Q4 2024 and has held it in 7 quarters since. 76 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Kelly Financial Group held 686,820 shares of JPMorgan Core Plus Bond ETF worth $32.2M as of Q2 2026.
Kelly Financial Group bought 33,476 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $1.57M.
JPMorgan Core Plus Bond ETF made up 7.16% of Kelly Financial Group's portfolio in Q2 2026, its #3 holding.
Kelly Financial Group first reported a position in JPMorgan Core Plus Bond ETF in Q4 2024 and has held it in 7 quarters since.
76 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Kelly Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.