Cedar Point Capital Partners
JCPB icon

Cedar Point Capital Partners’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Cedar Point Capital Partners’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 		$9.48M Sell
211,654
-3,434
-2% -$158K 5.43% 5
2026
Q2 		$10.1M Buy
215,088
+4,209
+2% +$197K 5.81% 5
2026
Q1 		$9.9M Buy
210,879
+5,522
+3% +$262K 6.45% 5
2025
Q4 		$9.7M Buy
205,357
+8,357
+4% +$398K 6.21% 5
2025
Q3 		$9.37M Buy
197,000
+2,900
+1% +$136K 6.14% 5
2025
Q2 		$9.13M Sell
194,100
-46,686
-19% -$2.17M 6.44% 5
2025
Q1 		$11.3M Buy
240,786
+2,599
+1% +$121K 7.6% 1
2024
Q4 		$11M Buy
238,187
+31,480
+15% +$1.48M 7.43% 1
2024
Q3 		$10M Buy
206,707
+24,545
+13% +$1.17M 6.85% 3
2024
Q2 		$8.44M Buy
182,162
+6,220
+4% +$286K 6.31% 5
2024
Q1 		$8.21M Buy
175,942
+5,758
+3% +$268K 6.23% 5
2023
Q4 		$8.01M Buy
+170,184
New +$7.68M 6.63% 5

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HB Wealth Management
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Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 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

Cedar Point Capital Partners's JCPB Position: Q3 2026 in Review

Cedar Point Capital Partners reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 1.6% in Q3 2026, selling an estimated $158K and leaving 211,654 shares worth $9.48M. The position accounts for 5.43% of the portfolio, ranked #5.

Cedar Point Capital Partners first reported a position in JCPB in Q4 2023 and has held it in 12 quarters since. The position peaked at $11.3M in Q1 2025. 371 funds tracked by Wall St. Rank hold JCPB as of Q3 2026.

  • Cedar Point Capital Partners held 211,654 shares of JPMorgan Core Plus Bond ETF worth $9.48M as of Q3 2026.
  • Cedar Point Capital Partners sold 3,434 JPMorgan Core Plus Bond ETF shares in Q3 2026, an estimated $158K.
  • JPMorgan Core Plus Bond ETF made up 5.43% of Cedar Point Capital Partners's portfolio in Q3 2026, its #5 holding.
  • Cedar Point Capital Partners first reported a position in JPMorgan Core Plus Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • Cedar Point Capital Partners's JPMorgan Core Plus Bond ETF position peaked at $11.3M in Q1 2025.
  • 371 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2026.

Based on Cedar Point Capital Partners's 13F filing for Q3 2026, filed 29 Oct 2026.