BTWM
JCPB icon

Baker Tilly Wealth Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Baker Tilly Wealth Management’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 		$1.22M Buy
27,138
+18,460
+213% +$850K 0.24% 70
2026
Q2 		$407K Buy
+8,678
New +$407K 0.09% 186

Other funds holding JCPB

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
LC
Lawood & Co Williamsport, Pennsylvania $145M AUM 29.71% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

Baker Tilly Wealth Management's JCPB Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 213% in Q3 2026, buying an estimated $850K and bringing the position to 27,138 shares worth $1.22M. The position accounts for 0.24% of the portfolio, ranked #70.

Baker Tilly Wealth Management first reported a position in JCPB in Q2 2026 and has held it in 2 quarters since. 28 funds tracked by Wall St. Rank hold JCPB as of Q3 2026.

  • Baker Tilly Wealth Management held 27,138 shares of JPMorgan Core Plus Bond ETF worth $1.22M as of Q3 2026.
  • Baker Tilly Wealth Management bought 18,460 JPMorgan Core Plus Bond ETF shares in Q3 2026, an estimated $850K.
  • JPMorgan Core Plus Bond ETF made up 0.24% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #70 holding.
  • Baker Tilly Wealth Management first reported a position in JPMorgan Core Plus Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 28 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.