Annex Advisory Services’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Annex Advisory Services’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	$224M	Buy	+5,008,101	New	+$231M	3.67%	6

Other funds holding JCPB

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

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

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

WWM

Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return

Annex Advisory Services's JCPB Position: Q3 2026 in Review

Annex Advisory Services opened a new position in JPMorgan Core Plus Bond ETF (JCPB) in Q3 2026: 5,008,101 shares worth $224M. The stake represents 3.67% of the portfolio and ranks #6 among its holdings.

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

Annex Advisory Services held 5,008,101 shares of JPMorgan Core Plus Bond ETF worth $224M as of Q3 2026.
JPMorgan Core Plus Bond ETF was a new Annex Advisory Services position in Q3 2026.
JPMorgan Core Plus Bond ETF made up 3.67% of Annex Advisory Services's portfolio in Q3 2026, its #6 holding.
110 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.