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

Magnus 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	$24.9M	Buy	531,372 +37,595	+8%	+$1.76M	1.76%	12
2026 Q1	$23.2M	Buy	493,777 +73,492	+17%	+$3.49M	1.89%	12
2025 Q4	$19.9M	Buy	420,285 +40,663	+11%	+$1.93M	1.52%	11
2025 Q3	$18.1M	Buy	379,622 +29,440	+8%	+$1.39M	1.42%	12
2025 Q2	$16.5M	Buy	350,182 +20,867	+6%	+$969K	1.45%	12
2025 Q1	$15.5M	Buy	329,315 +40,075	+14%	+$1.86M	1.5%	12
2024 Q4	$13.3M	Buy	289,240 +53,921	+23%	+$2.53M	1.29%	16
2024 Q3	$11.4M	Buy	235,319 +95,576	+68%	+$4.54M	1.15%	21
2024 Q2	$6.47M	Buy	139,743 +51,775	+59%	+$2.38M	0.73%	31
2024 Q1	$4.1M	Buy	+87,968	New	+$4.09M	0.49%	44

Other funds holding JCPB

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

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

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

SPA

Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 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

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

Magnus Financial Group increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 7.6% in Q2 2026, buying an estimated $1.76M and bringing the position to 531,372 shares worth $24.9M. The position accounts for 1.76% of the portfolio, ranked #12.

Magnus Financial Group first reported a position in JCPB in Q1 2024 and has held it in 10 quarters since. 140 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Magnus Financial Group held 531,372 shares of JPMorgan Core Plus Bond ETF worth $24.9M as of Q2 2026.
Magnus Financial Group bought 37,595 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $1.76M.
JPMorgan Core Plus Bond ETF made up 1.76% of Magnus Financial Group's portfolio in Q2 2026, its #12 holding.
Magnus Financial Group first reported a position in JPMorgan Core Plus Bond ETF in Q1 2024 and has held it in 10 quarters since.
140 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.