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

Wills 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	$333K	Hold	7,094	–	–	0.12%	68
2026 Q1	$332K	Buy	7,094 +71	+1%	+$3.37K	0.13%	61
2025 Q4	$333K	Buy	7,023 +21	+0.3%	+$999	0.13%	63
2025 Q3	$333K	Buy	7,002 +20	+0.3%	+$941	0.14%	55
2025 Q2	$329K	Buy	+6,982	New	+$324K	0.14%	57

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

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

Wills Financial Group held its JPMorgan Core Plus Bond ETF (JCPB) position steady in Q2 2026 at 7,094 shares worth $333K. The position accounts for 0.12% of the portfolio, ranked #68.

Wills Financial Group first reported a position in JCPB in Q2 2025 and has held it in 5 quarters since. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Wills Financial Group held 7,094 shares of JPMorgan Core Plus Bond ETF worth $333K as of Q2 2026.
Wills Financial Group left its JPMorgan Core Plus Bond ETF share count unchanged in Q2 2026.
JPMorgan Core Plus Bond ETF made up 0.12% of Wills Financial Group's portfolio in Q2 2026, its #68 holding.
Wills Financial Group first reported a position in JPMorgan Core Plus Bond ETF in Q2 2025 and has held it in 5 quarters since.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Wills Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.