Quad-Cities Investment Group’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Quad-Cities Investment 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	$2.2M	Buy	46,897 +758	+2%	+$35.5K	0.79%	33
2026 Q1	$2.17M	Buy	46,139 +1,669	+4%	+$79.2K	0.87%	30
2025 Q4	$2.11M	Buy	44,470 +1,119	+3%	+$53.2K	0.87%	30
2025 Q3	$2.06M	Sell	43,351 -1,854	-4%	-$87.3K	0.88%	29
2025 Q2	$2.13M	Buy	45,205 +1,249	+3%	+$58K	0.97%	24
2025 Q1	$2.07M	Buy	43,956 +1,903	+5%	+$88.5K	1.02%	25
2024 Q4	$1.94M	Buy	42,053 +880	+2%	+$41.3K	0.95%	25
2024 Q3	$1.99M	Buy	41,173 +5,064	+14%	+$241K	1%	26
2024 Q2	$1.67M	Buy	36,109 +1,962	+6%	+$90.2K	0.93%	28
2024 Q1	$1.59M	Buy	34,147 +6,011	+21%	+$280K	0.93%	28
2023 Q4	$1.32M	Buy	28,136 +11,423	+68%	+$516K	0.81%	33
2023 Q3	$747K	Buy	16,713 +3,708	+29%	+$170K	0.5%	48
2023 Q2	$606K	Buy	13,005 +3,089	+31%	+$145K	0.4%	60
2023 Q1	$470K	Buy	+9,916	New	+$465K	0.33%	74

Other funds holding JCPB

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WWM

Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Quad-Cities Investment Group's JCPB Position: Q2 2026 in Review

Quad-Cities Investment Group increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 1.6% in Q2 2026, buying an estimated $35.5K and bringing the position to 46,897 shares worth $2.2M. The position accounts for 0.79% of the portfolio, ranked #33.

Quad-Cities Investment Group first reported a position in JCPB in Q1 2023 and has held it in 14 quarters since. 106 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Quad-Cities Investment Group held 46,897 shares of JPMorgan Core Plus Bond ETF worth $2.2M as of Q2 2026.
Quad-Cities Investment Group bought 758 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $35.5K.
JPMorgan Core Plus Bond ETF made up 0.79% of Quad-Cities Investment Group's portfolio in Q2 2026, its #33 holding.
Quad-Cities Investment Group first reported a position in JPMorgan Core Plus Bond ETF in Q1 2023 and has held it in 14 quarters since.
106 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Quad-Cities Investment Group's 13F filing for Q2 2026, filed 7 Jul 2026.