Mach-1 Financial Group’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Mach-1 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	$28.8M	Sell	613,574 -4,577	-0.7%	-$215K	11.16%	1
2026 Q1	$29.1M	Buy	618,151 +68,318	+12%	+$3.24M	10.25%	1
2025 Q4	$26M	Buy	+549,833	New	+$26.2M	5.35%	2
2025 Q3	–	Sell	-375,313	Closed	-$17.7M	–	333
2025 Q2	$17.7M	Buy	375,313 +25,936	+7%	+$1.2M	5.16%	1
2025 Q1	$16.4M	Buy	+349,377	New	+$16.2M	4.93%	2
2024 Q4	–	Sell	-5,175	Closed	-$250K	–	73
2024 Q3	$250K	Buy	+5,175	New	+$246K	0.15%	68

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

Mach-1 Financial Group's JCPB Position: Q2 2026 in Review

Mach-1 Financial Group reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 0.74% in Q2 2026, selling an estimated $215K and leaving 613,574 shares worth $28.8M. The position accounts for 11.16% of the portfolio, ranked #1.

Mach-1 Financial Group first reported a position in JCPB in Q3 2024 and has held it in 6 quarters since. The position peaked at $29.1M in Q1 2026. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Mach-1 Financial Group held 613,574 shares of JPMorgan Core Plus Bond ETF worth $28.8M as of Q2 2026.
Mach-1 Financial Group sold 4,577 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $215K.
JPMorgan Core Plus Bond ETF made up 11.16% of Mach-1 Financial Group's portfolio in Q2 2026, its #1 holding.
Mach-1 Financial Group first reported a position in JPMorgan Core Plus Bond ETF in Q3 2024 and has held it in 6 quarters since.
Mach-1 Financial Group's JPMorgan Core Plus Bond ETF position peaked at $29.1M in Q1 2026.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Mach-1 Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.