Abound Wealth Management
JCPB icon

Abound Wealth Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Abound Wealth 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
Q3 		$101K Buy
2,256
+2,248
+28,100% +$104K 0.02% 175
2026
Q2 		$377 Buy
+8
New +$375 ﹤0.01% 995
2023
Q4 		– Sell
-5
Closed -$224 – 1384
2023
Q3 		$224 Buy
+5
New +$229 ﹤0.01% 1086

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Annex Advisory Services
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Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
Moss Adams Wealth Advisors
Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return
First Pacific Financial
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
CGN Advisors
CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Abound Wealth Management's JCPB Position: Q3 2026 in Review

Abound Wealth Management increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 28,100% in Q3 2026, buying an estimated $104K and bringing the position to 2,256 shares worth $101K. The position accounts for 0.02% of the portfolio, ranked #175.

Abound Wealth Management first reported a position in JCPB in Q3 2023 and has held it in 3 quarters since. 218 funds tracked by Wall St. Rank hold JCPB as of Q3 2026.

  • Abound Wealth Management held 2,256 shares of JPMorgan Core Plus Bond ETF worth $101K as of Q3 2026.
  • Abound Wealth Management bought 2,248 JPMorgan Core Plus Bond ETF shares in Q3 2026, an estimated $104K.
  • JPMorgan Core Plus Bond ETF made up 0.02% of Abound Wealth Management's portfolio in Q3 2026, its #175 holding.
  • Abound Wealth Management first reported a position in JPMorgan Core Plus Bond ETF in Q3 2023 and has held it in 3 quarters since.
  • 218 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2026.

Based on Abound Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.