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

Mosaic 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	$562K	Buy	11,943 +109	+0.9%	+$5.17K	0.4%	58
2025 Q4	$560K	Sell	11,834 -511	-4%	-$24.3K	0.38%	57
2025 Q3	$587K	Buy	12,345 +110	+0.9%	+$5.18K	0.42%	54
2025 Q2	$576K	Buy	12,235 +110	+0.9%	+$5.11K	0.44%	53
2025 Q1	$570K	Buy	12,125 +107	+0.9%	+$4.98K	0.46%	49
2024 Q4	$554K	Buy	12,018 +108	+0.9%	+$5.06K	0.4%	53
2024 Q3	$575K	Buy	+11,910	New	+$566K	0.41%	57

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 $10.6B AUM 34.1% 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

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

Mosaic Financial Group increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 0.92% in Q1 2026, buying an estimated $5.17K and bringing the position to 11,943 shares worth $562K. The position accounts for 0.4% of the portfolio, ranked #58.

Mosaic Financial Group first reported a position in JCPB in Q3 2024 and has held it in 7 quarters since. The position peaked at $587K in Q3 2025. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

Mosaic Financial Group held 11,943 shares of JPMorgan Core Plus Bond ETF worth $562K as of Q1 2026.
Mosaic Financial Group bought 109 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $5.17K.
JPMorgan Core Plus Bond ETF made up 0.4% of Mosaic Financial Group's portfolio in Q1 2026, its #58 holding.
Mosaic Financial Group first reported a position in JPMorgan Core Plus Bond ETF in Q3 2024 and has held it in 7 quarters since.
Mosaic Financial Group's JPMorgan Core Plus Bond ETF position peaked at $587K in Q3 2025.
478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Mosaic Financial Group's 13F filing for Q1 2026, filed 8 May 2026.