Cape Investment Advisory’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Cape Investment Advisory’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	$176K	Buy	+3,749	New	+$176K	0.05%	248

Other funds holding JCPB

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

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

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Cape Investment Advisory's JCPB Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in JPMorgan Core Plus Bond ETF (JCPB) in Q2 2026: 3,749 shares worth $176K. The stake represents 0.05% of the portfolio and ranks #248 among its holdings.

137 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Cape Investment Advisory held 3,749 shares of JPMorgan Core Plus Bond ETF worth $176K as of Q2 2026.
JPMorgan Core Plus Bond ETF was a new Cape Investment Advisory position in Q2 2026.
JPMorgan Core Plus Bond ETF made up 0.05% of Cape Investment Advisory's portfolio in Q2 2026, its #248 holding.
137 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.