Apella Capital
JCPB icon

Apella Capital’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Apella Capital’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 		$34.6M Buy
775,705
+83,203
+12% +$3.83M 0.44% 53
2026
Q2 		$32.2M Buy
692,502
+45,770
+7% +$2.15M 0.46% 50
2026
Q1 		$30.6M Buy
646,732
+384,397
+147% +$18.2M 0.45% 52
2025
Q4 		$12.4M Buy
262,335
+29,564
+13% +$1.41M 0.25% 81
2025
Q3 		$11.1M Buy
232,771
+211,536
+996% +$10M 0.25% 84
2025
Q2 		$989K Buy
+21,235
New +$986K 0.03% 218

Other funds holding JCPB

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Confluence Wealth Services
Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Apella Capital's JCPB Position: Q3 2026 in Review

Apella Capital increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 12% in Q3 2026, buying an estimated $3.83M and bringing the position to 775,705 shares worth $34.6M. The position accounts for 0.44% of the portfolio, ranked #53.

Apella Capital first reported a position in JCPB in Q2 2025 and has held it in 6 quarters since. 371 funds tracked by Wall St. Rank hold JCPB as of Q3 2026.

  • Apella Capital held 775,705 shares of JPMorgan Core Plus Bond ETF worth $34.6M as of Q3 2026.
  • Apella Capital bought 83,203 JPMorgan Core Plus Bond ETF shares in Q3 2026, an estimated $3.83M.
  • JPMorgan Core Plus Bond ETF made up 0.44% of Apella Capital's portfolio in Q3 2026, its #53 holding.
  • Apella Capital first reported a position in JPMorgan Core Plus Bond ETF in Q2 2025 and has held it in 6 quarters since.
  • 371 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.