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Trademark Financial Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Trademark Financial Management’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 		$12.3M Buy
263,023
+33,779
+15% +$1.58M 5.06% 5
2026
Q1 		$10.8M Buy
229,244
+38,583
+20% +$1.83M 5.29% 3
2025
Q4 		$9.03M Buy
190,661
+2,160
+1% +$103K 4.97% 3
2025
Q3 		$8.96M Buy
188,501
+30,820
+20% +$1.45M 5.22% 3
2025
Q2 		$7.42M Buy
157,681
+94,866
+151% +$4.41M 4.54% 4
2025
Q1 		$2.95M Buy
62,815
+6,755
+12% +$314K 2.25% 13
2024
Q4 		$2.58M Sell
56,060
-5,045
-8% -$237K 2.05% 14
2024
Q3 		$2.95M Buy
61,105
+2,932
+5% +$139K 2.34% 11
2024
Q2 		$2.7M Buy
58,173
+2,020
+4% +$92.9K 2.19% 11
2024
Q1 		$2.62M Buy
56,153
+1,134
+2% +$52.8K 2.17% 11
2023
Q4 		$2.59M Buy
+55,019
New +$2.48M 1.9% 14

Other funds holding JCPB

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
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
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Trademark Financial Management's JCPB Position: Q2 2026 in Review

Trademark Financial Management increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 15% in Q2 2026, buying an estimated $1.58M and bringing the position to 263,023 shares worth $12.3M. The position accounts for 5.06% of the portfolio, ranked #5.

Trademark Financial Management first reported a position in JCPB in Q4 2023 and has held it in 11 quarters since. 239 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Trademark Financial Management held 263,023 shares of JPMorgan Core Plus Bond ETF worth $12.3M as of Q2 2026.
  • Trademark Financial Management bought 33,779 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $1.58M.
  • JPMorgan Core Plus Bond ETF made up 5.06% of Trademark Financial Management's portfolio in Q2 2026, its #5 holding.
  • Trademark Financial Management first reported a position in JPMorgan Core Plus Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 239 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Trademark Financial Management's 13F filing for Q2 2026, filed 27 Jul 2026.