BAM Wealth Management
JCPB icon

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

BAM 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 		$477K Buy
10,645
+794
+8% +$36.6K 0.26% 101
2026
Q2 		$462K Buy
9,851
+71
+0.7% +$3.33K 0.29% 91
2026
Q1 		$460K Buy
9,780
+413
+4% +$19.6K 0.34% 74
2025
Q4 		$444K Sell
9,367
-638
-6% -$30.4K 0.32% 78
2025
Q3 		$476K Buy
+10,005
New +$471K 0.37% 71

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
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
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

BAM Wealth Management's JCPB Position: Q3 2026 in Review

BAM Wealth Management increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 8.1% in Q3 2026, buying an estimated $36.6K and bringing the position to 10,645 shares worth $477K. The position accounts for 0.26% of the portfolio, ranked #101.

BAM Wealth Management first reported a position in JCPB in Q3 2025 and has held it in 5 quarters since. 325 funds tracked by Wall St. Rank hold JCPB as of Q3 2026.

  • BAM Wealth Management held 10,645 shares of JPMorgan Core Plus Bond ETF worth $477K as of Q3 2026.
  • BAM Wealth Management bought 794 JPMorgan Core Plus Bond ETF shares in Q3 2026, an estimated $36.6K.
  • JPMorgan Core Plus Bond ETF made up 0.26% of BAM Wealth Management's portfolio in Q3 2026, its #101 holding.
  • BAM Wealth Management first reported a position in JPMorgan Core Plus Bond ETF in Q3 2025 and has held it in 5 quarters since.
  • 325 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.