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Adelphi Trust’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Adelphi Trust’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 		$217K Buy
+4,846
New +$223K 0.14% 108

Other funds holding JCPB

APW
Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Adelphi Trust's JCPB Position: Q3 2026 in Review

Adelphi Trust opened a new position in JPMorgan Core Plus Bond ETF (JCPB) in Q3 2026: 4,846 shares worth $217K. The stake represents 0.14% of the portfolio and ranks #108 among its holdings.

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

  • Adelphi Trust held 4,846 shares of JPMorgan Core Plus Bond ETF worth $217K as of Q3 2026.
  • JPMorgan Core Plus Bond ETF was a new Adelphi Trust position in Q3 2026.
  • JPMorgan Core Plus Bond ETF made up 0.14% of Adelphi Trust's portfolio in Q3 2026, its #108 holding.
  • 8 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2026.

Based on Adelphi Trust's 13F filing for Q3 2026, filed 5 Oct 2026.