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

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

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. 505 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.
505 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.