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 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%	+$9.96M	0.25%	84
2025 Q2	$989K	Buy	+21,235	New	+$986K	0.03%	218

Other funds holding JCPB

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Selby Wealth Management Emeryville, California $282M AUM

FMA Wealth Management Duxbury, Massachusetts $156M AUM 15.22% 1-Year Est. Return