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

Nations 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	$14.2M	Buy	303,529 +29,452	+11%	+$1.38M	0.68%	25
2026 Q1	$12.9M	Buy	274,077 +39,528	+17%	+$1.88M	0.66%	26
2025 Q4	$11.1M	Buy	234,549 +51,677	+28%	+$2.46M	0.58%	30
2025 Q3	$8.7M	Buy	182,872 +14,269	+8%	+$672K	0.54%	35
2025 Q2	$7.93M	Buy	168,603 +20,041	+13%	+$931K	0.55%	36
2025 Q1	$6.99M	Buy	148,562 +32,438	+28%	+$1.51M	0.53%	38
2024 Q4	$5.35M	Buy	116,124 +59,175	+104%	+$2.77M	0.39%	61
2024 Q3	$2.75M	Buy	56,949 +21,509	+61%	+$1.02M	0.2%	122
2024 Q2	$1.64M	Buy	35,440 +6,277	+22%	+$289K	0.13%	173
2024 Q1	$1.36M	Buy	29,163 +8,832	+43%	+$411K	0.11%	202
2023 Q4	$957K	Buy	20,331 +6,459	+47%	+$292K	0.09%	256
2023 Q3	$620K	Buy	13,872 +3,365	+32%	+$154K	0.06%	317
2023 Q2	$489K	Buy	+10,507	New	+$494K	0.05%	392

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

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

Nations Financial Group increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 11% in Q2 2026, buying an estimated $1.38M and bringing the position to 303,529 shares worth $14.2M. The position accounts for 0.68% of the portfolio, ranked #25.

Nations Financial Group first reported a position in JCPB in Q2 2023 and has held it in 13 quarters since. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Nations Financial Group held 303,529 shares of JPMorgan Core Plus Bond ETF worth $14.2M as of Q2 2026.
Nations Financial Group bought 29,452 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $1.38M.
JPMorgan Core Plus Bond ETF made up 0.68% of Nations Financial Group's portfolio in Q2 2026, its #25 holding.
Nations Financial Group first reported a position in JPMorgan Core Plus Bond ETF in Q2 2023 and has held it in 13 quarters since.
503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.