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 Q2	$1.25M	Sell	26,560 -4,301	-14%	-$202K	0.68%	34
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

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

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

Menard Financial Group reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 14% in Q2 2026, selling an estimated $202K and leaving 26,560 shares worth $1.25M. The position accounts for 0.68% of the portfolio, ranked #34.

Menard Financial Group first reported a position in JCPB in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.58M in Q3 2024. 506 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Menard Financial Group held 26,560 shares of JPMorgan Core Plus Bond ETF worth $1.25M as of Q2 2026.
Menard Financial Group sold 4,301 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $202K.
JPMorgan Core Plus Bond ETF made up 0.68% of Menard Financial Group's portfolio in Q2 2026, its #34 holding.
Menard Financial Group first reported a position in JPMorgan Core Plus Bond ETF in Q1 2024 and has held it in 10 quarters since.
Menard Financial Group's JPMorgan Core Plus Bond ETF position peaked at $1.58M in Q3 2024.
506 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Menard Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.