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

BankPlus 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	$16.9M	Buy	377,041 +5,925	+2%	+$273K	7.38%	2
2026 Q2	$17.4M	Buy	371,116 +15,555	+4%	+$729K	7.84%	2
2026 Q1	$16.7M	Buy	355,561 +47,708	+15%	+$2.26M	8.65%	2
2025 Q4	$14.6M	Buy	307,853 +21,313	+7%	+$1.01M	8.05%	2
2025 Q3	$13.6M	Buy	286,540 +19,730	+7%	+$929K	8.03%	2
2025 Q2	$12.6M	Buy	266,810 +21,637	+9%	+$1.01M	8.33%	2
2025 Q1	$11.5M	Buy	245,173 +22,963	+10%	+$1.07M	8.47%	2
2024 Q4	$10.2M	Buy	+222,210	New	+$10.4M	7.63%	2

Other funds holding JCPB

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

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

BankPlus Wealth Management increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 1.6% in Q3 2026, buying an estimated $273K and bringing the position to 377,041 shares worth $16.9M. The position accounts for 7.38% of the portfolio, ranked #2.

BankPlus Wealth Management first reported a position in JCPB in Q4 2024 and has held it in 8 quarters since. The position peaked at $17.4M in Q2 2026. 230 funds tracked by Wall St. Rank hold JCPB as of Q3 2026.

BankPlus Wealth Management held 377,041 shares of JPMorgan Core Plus Bond ETF worth $16.9M as of Q3 2026.
BankPlus Wealth Management bought 5,925 JPMorgan Core Plus Bond ETF shares in Q3 2026, an estimated $273K.
JPMorgan Core Plus Bond ETF made up 7.38% of BankPlus Wealth Management's portfolio in Q3 2026, its #2 holding.
BankPlus Wealth Management first reported a position in JPMorgan Core Plus Bond ETF in Q4 2024 and has held it in 8 quarters since.
BankPlus Wealth Management's JPMorgan Core Plus Bond ETF position peaked at $17.4M in Q2 2026.
230 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2026.

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