Strategic Financial Concepts’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Strategic Financial Concepts’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	$282K	Buy	6,012 +601	+11%	+$28.2K	0.08%	188
2026 Q1	$255K	Buy	+5,411	New	+$257K	0.06%	239
2025 Q4	–	Sell	-5,041	Closed	-$240K	–	208
2025 Q3	$240K	Sell	5,041 -353	-7%	-$16.6K	0.03%	232
2025 Q2	$254K	Buy	5,394 +355	+7%	+$16.5K	0.04%	222
2025 Q1	$237K	Buy	5,039 +188	+4%	+$8.74K	0.04%	281
2024 Q4	$223K	Buy	4,851 +397	+9%	+$18.6K	0.04%	300
2024 Q3	$215K	Sell	4,454 -150,937	-97%	-$7.17M	0.07%	225
2024 Q2	$3.31K	Buy	+155,391	New	+$7.14M	﹤0.01%	513

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

Strategic Financial Concepts's JCPB Position: Q2 2026 in Review

Strategic Financial Concepts increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 11% in Q2 2026, buying an estimated $28.2K and bringing the position to 6,012 shares worth $282K. The position accounts for 0.08% of the portfolio, ranked #188.

Strategic Financial Concepts first reported a position in JCPB in Q2 2024 and has held it in 8 quarters since. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Strategic Financial Concepts held 6,012 shares of JPMorgan Core Plus Bond ETF worth $282K as of Q2 2026.
Strategic Financial Concepts bought 601 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $28.2K.
JPMorgan Core Plus Bond ETF made up 0.08% of Strategic Financial Concepts's portfolio in Q2 2026, its #188 holding.
Strategic Financial Concepts first reported a position in JPMorgan Core Plus Bond ETF in Q2 2024 and has held it in 8 quarters since.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.