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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
Q2 		$14.2M Buy
302,811
+150,656
+99% +$7.07M 0.66% 24
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

Betterment LLC
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Bank of America
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

Money Concepts Capital's JCPB Position: Q2 2026 in Review

Money Concepts Capital increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 99% in Q2 2026, buying an estimated $7.07M and bringing the position to 302,811 shares worth $14.2M. The position accounts for 0.66% of the portfolio, ranked #24.

Money Concepts Capital first reported a position in JCPB in Q4 2022 and has held it in 15 quarters since. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Money Concepts Capital held 302,811 shares of JPMorgan Core Plus Bond ETF worth $14.2M as of Q2 2026.
  • Money Concepts Capital bought 150,656 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $7.07M.
  • JPMorgan Core Plus Bond ETF made up 0.66% of Money Concepts Capital's portfolio in Q2 2026, its #24 holding.
  • Money Concepts Capital first reported a position in JPMorgan Core Plus Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.