Capital Planning
JCPB icon

Capital Planning’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Capital Planning’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 		$3.67M Buy
81,919
+366
+0.4% +$16.9K 0.98% 24
2026
Q2 		$3.83M Sell
81,553
-11,370
-12% -$533K 1.11% 25
2026
Q1 		$4.37M Sell
92,923
-310
-0.3% -$14.7K 1.42% 25
2025
Q4 		$4.43M Buy
93,233
+896
+1% +$42.6K 1.24% 25
2025
Q3 		$4.39M Buy
92,337
+4,968
+6% +$234K 1.28% 24
2025
Q2 		$4.11M Sell
87,369
-34,077
-28% -$1.58M 1.29% 23
2025
Q1 		$5.71M Buy
121,446
+32,265
+36% +$1.5M 1.6% 21
2024
Q4 		$4.13M Sell
89,181
-23,416
-21% -$1.1M 1.08% 24
2024
Q3 		$5.43M Buy
112,597
+5,960
+6% +$283K 1.52% 22
2024
Q2 		$4.94M Buy
106,637
+2,718
+3% +$125K 1.48% 23
2024
Q1 		$4.85M Buy
103,919
+8,249
+9% +$384K 1.58% 20
2023
Q4 		$4.52M Buy
95,670
+15,997
+20% +$722K 1.61% 20
2023
Q3 		$3.56M Sell
79,673
-2,733
-3% -$125K 1.4% 26
2023
Q2 		$3.84M Sell
82,406
-2,199
-3% -$103K 1.5% 24
2023
Q1 		$4.01M Buy
84,605
+2,812
+3% +$132K 1.66% 22
2022
Q4 		$3.77M Sell
81,793
-14,569
-15% -$669K 1.68% 22
2022
Q3 		$4.42M Buy
96,362
+84,731
+728% +$4.06M 2.5% 14
2022
Q2 		$559K Sell
11,631
-101,065
-90% -$4.93M 0.3% 41
2022
Q1 		$5.76M Buy
112,696
+2,644
+2% +$138K 2.24% 20
2021
Q4 		$5.98M Buy
110,052
+1,784
+2% +$97K 2.21% 19
2021
Q3 		$5.9M Buy
108,268
+1,348
+1% +$74K 2.41% 18
2021
Q2 		$5.85M Buy
106,920
+10,289
+11% +$559K 2.49% 18
2021
Q1 		$5.21M Buy
96,631
+5,691
+6% +$312K 2.3% 18
2020
Q4 		$5.08M Buy
+90,940
New +$5.08M 2.38% 18

Other funds holding JCPB

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 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
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
CGN Advisors
CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Capital Planning's JCPB Position: Q3 2026 in Review

Capital Planning increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 0.45% in Q3 2026, buying an estimated $16.9K and bringing the position to 81,919 shares worth $3.67M. The position accounts for 0.98% of the portfolio, ranked #24.

Capital Planning first reported a position in JCPB in Q4 2020 and has held it in 24 quarters since. The position peaked at $5.98M in Q4 2021. 209 funds tracked by Wall St. Rank hold JCPB as of Q3 2026.

  • Capital Planning held 81,919 shares of JPMorgan Core Plus Bond ETF worth $3.67M as of Q3 2026.
  • Capital Planning bought 366 JPMorgan Core Plus Bond ETF shares in Q3 2026, an estimated $16.9K.
  • JPMorgan Core Plus Bond ETF made up 0.98% of Capital Planning's portfolio in Q3 2026, its #24 holding.
  • Capital Planning first reported a position in JPMorgan Core Plus Bond ETF in Q4 2020 and has held it in 24 quarters since.
  • Capital Planning's JPMorgan Core Plus Bond ETF position peaked at $5.98M in Q4 2021.
  • 209 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2026.

Based on Capital Planning's 13F filing for Q3 2026, filed 9 Oct 2026.