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

Plan Group Financial’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 		$352K Sell
7,501
-439
-6% -$20.6K 0.07% 152
2026
Q1 		$374K Buy
7,940
+779
+11% +$37K 0.09% 142
2025
Q4 		$339K Buy
7,161
+2,421
+51% +$115K 0.09% 138
2025
Q3 		$225K Buy
+4,740
New +$223K 0.06% 170

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

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

Plan Group Financial reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 5.5% in Q2 2026, selling an estimated $20.6K and leaving 7,501 shares worth $352K. The position accounts for 0.07% of the portfolio, ranked #152.

Plan Group Financial first reported a position in JCPB in Q3 2025 and has held it in 4 quarters since. The position peaked at $374K in Q1 2026. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Plan Group Financial held 7,501 shares of JPMorgan Core Plus Bond ETF worth $352K as of Q2 2026.
  • Plan Group Financial sold 439 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $20.6K.
  • JPMorgan Core Plus Bond ETF made up 0.07% of Plan Group Financial's portfolio in Q2 2026, its #152 holding.
  • Plan Group Financial first reported a position in JPMorgan Core Plus Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Plan Group Financial's JPMorgan Core Plus Bond ETF position peaked at $374K in Q1 2026.
  • 503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.