CD
JCPB icon

Chapin Davis’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Chapin Davis’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 		$597K Sell
13,323
-300
-2% -$13.8K 0.11% 131
2026
Q2 		$639K Hold
13,623
– – 0.11% 127
2026
Q1 		$641K Hold
13,623
– – 0.14% 134
2025
Q4 		$645K Buy
13,623
+223
+2% +$10.6K 0.15% 124
2025
Q3 		$637K Hold
13,400
– – 0.16% 123
2025
Q2 		$631K Hold
13,400
– – 0.17% 119
2025
Q1 		$630K Buy
+13,400
New +$623K 0.21% 102

Other funds holding JCPB

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
LC
Lawood & Co Williamsport, Pennsylvania $145M AUM 29.71% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

Chapin Davis's JCPB Position: Q3 2026 in Review

Chapin Davis reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 2.2% in Q3 2026, selling an estimated $13.8K and leaving 13,323 shares worth $597K. The position accounts for 0.11% of the portfolio, ranked #131.

Chapin Davis first reported a position in JCPB in Q1 2025 and has held it in 7 quarters since. The position peaked at $645K in Q4 2025. 28 funds tracked by Wall St. Rank hold JCPB as of Q3 2026.

  • Chapin Davis held 13,323 shares of JPMorgan Core Plus Bond ETF worth $597K as of Q3 2026.
  • Chapin Davis sold 300 JPMorgan Core Plus Bond ETF shares in Q3 2026, an estimated $13.8K.
  • JPMorgan Core Plus Bond ETF made up 0.11% of Chapin Davis's portfolio in Q3 2026, its #131 holding.
  • Chapin Davis first reported a position in JPMorgan Core Plus Bond ETF in Q1 2025 and has held it in 7 quarters since.
  • Chapin Davis's JPMorgan Core Plus Bond ETF position peaked at $645K in Q4 2025.
  • 28 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2026.

Based on Chapin Davis's 13F filing for Q3 2026, filed 9 Oct 2026.