Rudd Co d/b/a Styre Wealth’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Rudd Co d/b/a Styre Wealth’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 Q3	$1.07M	Buy	+23,722	New	+$1.09M	1.04%	56

Other funds holding JCPB

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

Rudd Co d/b/a Styre Wealth's JCPB Position: Q3 2026 in Review

Rudd Co d/b/a Styre Wealth opened a new position in JPMorgan Core Plus Bond ETF (JCPB) in Q3 2026: 23,722 shares worth $1.07M. The stake represents 1.04% of the portfolio and ranks #56 among its holdings.

222 funds tracked by Wall St. Rank hold JCPB as of Q3 2026.

Rudd Co d/b/a Styre Wealth held 23,722 shares of JPMorgan Core Plus Bond ETF worth $1.07M as of Q3 2026.
JPMorgan Core Plus Bond ETF was a new Rudd Co d/b/a Styre Wealth position in Q3 2026.
JPMorgan Core Plus Bond ETF made up 1.04% of Rudd Co d/b/a Styre Wealth's portfolio in Q3 2026, its #56 holding.
222 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2026.

Based on Rudd Co d/b/a Styre Wealth's 13F filing for Q3 2026, filed 29 Oct 2026.