Avidian Wealth Enterprises
JCPB icon

Avidian Wealth Enterprises’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Avidian Wealth Enterprises’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 		$37M Buy
827,192
+21,473
+3% +$989K 1.03% 20
2026
Q2 		$37.8M Buy
805,719
+33,721
+4% +$1.58M 1.05% 19
2026
Q1 		$36.3M Buy
771,998
+70,813
+10% +$3.36M 1.15% 18
2025
Q4 		$33.2M Buy
701,185
+46,936
+7% +$2.23M 1.21% 19
2025
Q3 		$31.1M Buy
654,249
+41,375
+7% +$1.95M 1.17% 20
2025
Q2 		$28.8M Buy
612,874
+36,437
+6% +$1.69M 1.17% 20
2025
Q1 		$27.1M Buy
+576,437
New +$26.8M 1.21% 18
2023
Q3 		– Sell
-22,173
Closed -$1.03M – 412
2023
Q2 		$1.03M Sell
22,173
-163,218
-88% -$7.67M 0.07% 175
2023
Q1 		$8.79M Buy
185,391
+10,089
+6% +$474K 0.48% 49
2022
Q4 		$8.05M Buy
175,302
+12,238
+8% +$562K 0.52% 38
2022
Q3 		$7.48M Buy
163,064
+2,867
+2% +$138K 0.54% 42
2022
Q2 		$7.7M Buy
+160,197
New +$7.82M 0.54% 42

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
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
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
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

Avidian Wealth Enterprises's JCPB Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 2.7% in Q3 2026, buying an estimated $989K and bringing the position to 827,192 shares worth $37M. The position accounts for 1.03% of the portfolio, ranked #20.

Avidian Wealth Enterprises first reported a position in JCPB in Q2 2022 and has held it in 12 quarters since. The position peaked at $37.8M in Q2 2026. 305 funds tracked by Wall St. Rank hold JCPB as of Q3 2026.

  • Avidian Wealth Enterprises held 827,192 shares of JPMorgan Core Plus Bond ETF worth $37M as of Q3 2026.
  • Avidian Wealth Enterprises bought 21,473 JPMorgan Core Plus Bond ETF shares in Q3 2026, an estimated $989K.
  • JPMorgan Core Plus Bond ETF made up 1.03% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #20 holding.
  • Avidian Wealth Enterprises first reported a position in JPMorgan Core Plus Bond ETF in Q2 2022 and has held it in 12 quarters since.
  • Avidian Wealth Enterprises's JPMorgan Core Plus Bond ETF position peaked at $37.8M in Q2 2026.
  • 305 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.