Money Concepts Capital’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Money Concepts Capital’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	$7.16M	Buy	152,155 +77,614	+104%	+$3.68M	0.4%	56
2025 Q4	$3.53M	Buy	74,541 +4,471	+6%	+$213K	0.2%	110
2025 Q3	$3.33M	Buy	70,070 +7,399	+12%	+$348K	0.21%	103
2025 Q2	$2.95M	Buy	62,671 +3,598	+6%	+$167K	0.2%	107
2025 Q1	$2.78M	Sell	59,073 -1,454	-2%	-$67.6K	0.21%	113
2024 Q4	$2.79M	Buy	60,527 +9,711	+19%	+$455K	0.21%	109
2024 Q3	$2.45M	Buy	50,816 +2,111	+4%	+$100K	0.19%	123
2024 Q2	$2.26M	Buy	48,705 +620	+1%	+$28.5K	0.19%	129
2024 Q1	$2.24M	Buy	48,085 +3,602	+8%	+$168K	0.21%	133
2023 Q4	$2.09M	Sell	44,483 -1,024	-2%	-$46.2K	0.19%	128
2023 Q3	$2.03M	Sell	45,507 -60,812	-57%	-$2.78M	0.21%	126
2023 Q2	$4.95M	Buy	106,319 +92,651	+678%	+$4.35M	0.5%	62
2023 Q1	$1.02M	Sell	13,668 -109,830	-89%	-$5.16M	0.06%	218
2022 Q4	$5.67M	Buy	+123,498	New	+$5.67M	0.25%	79

Other funds holding JCPB

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

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 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

Money Concepts Capital's JCPB Position: Q1 2026 in Review

Money Concepts Capital increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 104% in Q1 2026, buying an estimated $3.68M and bringing the position to 152,155 shares worth $7.16M. The position accounts for 0.4% of the portfolio, ranked #56.

Money Concepts Capital first reported a position in JCPB in Q4 2022 and has held it in 14 quarters since. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

Money Concepts Capital held 152,155 shares of JPMorgan Core Plus Bond ETF worth $7.16M as of Q1 2026.
Money Concepts Capital bought 77,614 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $3.68M.
JPMorgan Core Plus Bond ETF made up 0.4% of Money Concepts Capital's portfolio in Q1 2026, its #56 holding.
Money Concepts Capital first reported a position in JPMorgan Core Plus Bond ETF in Q4 2022 and has held it in 14 quarters since.
478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.