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

Merit 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 		– Sell
-6,233
Closed -$293K – 2405
2026
Q1 		$293K Sell
6,233
-78
-1% -$3.7K ﹤0.01% 1666
2025
Q4 		$299K Sell
6,311
-32
-0.5% -$1.52K ﹤0.01% 1566
2025
Q3 		$302K Sell
6,343
-237
-4% -$11.2K ﹤0.01% 1449
2025
Q2 		$310K Buy
+6,580
New +$306K ﹤0.01% 1324

Other funds holding JCPB

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
CA
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
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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
KFG
Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

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

Merit Financial Group sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q2 2026, closing a stake of 6,233 shares — an estimated $293K sold.

Merit Financial Group first reported a position in JCPB in Q2 2025 and held it in 4 quarters. The position peaked at $310K in Q2 2025. 92 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Merit Financial Group reported no remaining JPMorgan Core Plus Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Merit Financial Group sold 6,233 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $293K.
  • Merit Financial Group first reported a position in JPMorgan Core Plus Bond ETF in Q2 2025 and held it in 4 quarters.
  • Merit Financial Group's JPMorgan Core Plus Bond ETF position peaked at $310K in Q2 2025.
  • 92 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.