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

Larson 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 		$94.8K Buy
2,020
+208
+11% +$9.76K ﹤0.01% 1215
2026
Q1 		$85.3K Sell
1,812
-503
-22% -$23.9K ﹤0.01% 1070
2025
Q4 		$110K Buy
2,315
+329
+17% +$15.7K ﹤0.01% 901
2025
Q3 		$94.4K Sell
1,986
-434
-18% -$20.4K ﹤0.01% 929
2025
Q2 		$114K Buy
2,420
+44
+2% +$2.04K ﹤0.01% 810
2025
Q1 		$112K Sell
2,376
-49
-2% -$2.28K 0.01% 769
2024
Q4 		$112K Sell
2,425
-1,116
-32% -$52.3K 0.01% 709
2024
Q3 		$171K Sell
3,541
-1,209
-25% -$57.4K 0.01% 612
2024
Q2 		$220K Sell
4,750
-158
-3% -$7.26K 0.02% 438
2024
Q1 		$229K Sell
4,908
-43
-0.9% -$2K 0.02% 373
2023
Q4 		$233K Sell
4,951
-6,287
-56% -$284K 0.02% 319
2023
Q3 		$502K Sell
11,238
-531
-5% -$24.3K 0.05% 195
2023
Q2 		$548K Sell
11,769
-727
-6% -$34.2K 0.05% 186
2023
Q1 		$592K Buy
12,496
+1,478
+13% +$69.4K 0.06% 185
2022
Q4 		$506K Sell
11,018
-97
-0.9% -$4.46K 0.06% 189
2022
Q3 		$510K Sell
11,115
-309
-3% -$14.8K 0.07% 165
2022
Q2 		$549K Buy
11,424
+2,766
+32% +$135K 0.1% 100
2022
Q1 		$442K Sell
8,658
-276
-3% -$14.5K 0.07% 123
2021
Q4 		$485K Buy
8,934
+4,702
+111% +$256K 0.08% 117
2021
Q3 		$231K Buy
4,232
+7
+0.2% +$384 0.05% 133
2021
Q2 		$231K Buy
4,225
+3,771
+831% +$205K 0.05% 116
2021
Q1 		$24K Buy
454
+83
+22% +$4.54K 0.01% 376
2020
Q4 		$21K Buy
+371
New +$20.7K 0.01% 361

Other funds holding JCPB

Betterment LLC
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Bank of America
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

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

Larson Financial Group increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 11% in Q2 2026, buying an estimated $9.76K and bringing the position to 2,020 shares worth $94.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1215.

Larson Financial Group first reported a position in JCPB in Q4 2020 and has held it in 23 quarters since. The position peaked at $592K in Q1 2023. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Larson Financial Group held 2,020 shares of JPMorgan Core Plus Bond ETF worth $94.8K as of Q2 2026.
  • Larson Financial Group bought 208 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $9.76K.
  • JPMorgan Core Plus Bond ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1215 holding.
  • Larson Financial Group first reported a position in JPMorgan Core Plus Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Larson Financial Group's JPMorgan Core Plus Bond ETF position peaked at $592K in Q1 2023.
  • 503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

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