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

Menard 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 		$1.45M Buy
30,861
+408
+1% +$19.4K 1.02% 23
2025
Q4 		$1.44M Sell
30,453
-1,045
-3% -$49.7K 0.99% 23
2025
Q3 		$1.5M Sell
31,498
-184
-0.6% -$8.66K 1.01% 25
2025
Q2 		$1.49M Sell
31,682
-973
-3% -$45.2K 0.89% 23
2025
Q1 		$1.52M Buy
32,655
+48
+0.1% +$2.23K 1% 22
2024
Q4 		$1.5M Sell
32,607
-118
-0.4% -$5.53K 0.9% 24
2024
Q3 		$1.58M Sell
32,725
-743
-2% -$35.3K 1.04% 18
2024
Q2 		$1.55M Buy
33,468
+2,308
+7% +$106K 1.11% 19
2024
Q1 		$1.45M Buy
+31,160
New +$1.45M 1.22% 16

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

Menard Financial Group's JCPB Position: Q1 2026 in Review

Menard Financial Group increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 1.3% in Q1 2026, buying an estimated $19.4K and bringing the position to 30,861 shares worth $1.45M. The position accounts for 1.02% of the portfolio, ranked #23.

Menard Financial Group first reported a position in JCPB in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.58M in Q3 2024. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

  • Menard Financial Group held 30,861 shares of JPMorgan Core Plus Bond ETF worth $1.45M as of Q1 2026.
  • Menard Financial Group bought 408 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $19.4K.
  • JPMorgan Core Plus Bond ETF made up 1.02% of Menard Financial Group's portfolio in Q1 2026, its #23 holding.
  • Menard Financial Group first reported a position in JPMorgan Core Plus Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • Menard Financial Group's JPMorgan Core Plus Bond ETF position peaked at $1.58M in Q3 2024.
  • 478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Menard Financial Group's 13F filing for Q1 2026, filed 14 May 2026.