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

Mainsail 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	$880K	Sell	18,744 -33,002	-64%	-$1.55M	0.3%	49
2026 Q1	$2.44M	Sell	51,746 -1,372	-3%	-$65.1K	1.02%	29
2025 Q4	$2.52M	Sell	53,118 -1,149	-2%	-$54.7K	1.05%	30
2025 Q3	$2.58M	Buy	54,267 +105	+0.2%	+$4.94K	1.11%	29
2025 Q2	$2.51M	Buy	+54,162	New	+$2.52M	1.17%	27

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

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

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

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

Mainsail Financial Group reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 64% in Q2 2026, selling an estimated $1.55M and leaving 18,744 shares worth $880K. The position accounts for 0.3% of the portfolio, ranked #49.

Mainsail Financial Group first reported a position in JCPB in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.58M in Q3 2025. 106 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Mainsail Financial Group held 18,744 shares of JPMorgan Core Plus Bond ETF worth $880K as of Q2 2026.
Mainsail Financial Group sold 33,002 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $1.55M.
JPMorgan Core Plus Bond ETF made up 0.3% of Mainsail Financial Group's portfolio in Q2 2026, its #49 holding.
Mainsail Financial Group first reported a position in JPMorgan Core Plus Bond ETF in Q2 2025 and has held it in 5 quarters since.
Mainsail Financial Group's JPMorgan Core Plus Bond ETF position peaked at $2.58M in Q3 2025.
106 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Mainsail Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.