M1FG
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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
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

HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
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
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

Mach-1 Financial Group's JCPB Position: Q1 2026 in Review

Mach-1 Financial Group increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 12% in Q1 2026, buying an estimated $3.24M and bringing the position to 618,151 shares worth $29.1M. The position accounts for 10.25% of the portfolio, ranked #1.

Mach-1 Financial Group first reported a position in JCPB in Q3 2024 and has held it in 5 quarters since. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

  • Mach-1 Financial Group held 618,151 shares of JPMorgan Core Plus Bond ETF worth $29.1M as of Q1 2026.
  • Mach-1 Financial Group bought 68,318 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $3.24M.
  • JPMorgan Core Plus Bond ETF made up 10.25% of Mach-1 Financial Group's portfolio in Q1 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 5 quarters since.
  • 478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Mach-1 Financial Group's 13F filing for Q1 2026, filed 13 May 2026.