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

Silver Grove 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 		$19.6K Buy
418
+357
+585% +$16.7K 0.01% 642
2026
Q1 		$2.88K Buy
+61
New +$2.9K ﹤0.01% 389

Other funds holding JCPB

Betterment LLC
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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

Silver Grove Financial Group's JCPB Position: Q2 2026 in Review

Silver Grove Financial Group increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 585% in Q2 2026, buying an estimated $16.7K and bringing the position to 418 shares worth $19.6K. The position accounts for 0.01% of the portfolio, ranked #642.

Silver Grove Financial Group first reported a position in JCPB in Q1 2026 and has held it in 2 quarters since. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Silver Grove Financial Group held 418 shares of JPMorgan Core Plus Bond ETF worth $19.6K as of Q2 2026.
  • Silver Grove Financial Group bought 357 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $16.7K.
  • JPMorgan Core Plus Bond ETF made up 0.01% of Silver Grove Financial Group's portfolio in Q2 2026, its #642 holding.
  • Silver Grove Financial Group first reported a position in JPMorgan Core Plus Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

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