CCWA
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CLA (CliftonLarsonAllen) Wealth Advisors’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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 		$864K Buy
+18,399
New +$863K 0.01% 205
2022
Q2 		– Sell
-165,690
Closed -$8.46M – 188
2022
Q1 		$8.46M Buy
+165,690
New +$8.68M 0.3% 50

Other funds holding JCPB

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's JCPB Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors opened a new position in JPMorgan Core Plus Bond ETF (JCPB) in Q2 2026: 18,399 shares worth $864K. The stake represents 0.01% of the portfolio and ranks #205 among its holdings. This is a return to the name: CLA (CliftonLarsonAllen) Wealth Advisors previously reported a position in JCPB as recently as Q1 2022.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in JCPB in Q1 2022 and has held it in 2 quarters since. The position peaked at $8.46M in Q1 2022. 217 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 18,399 shares of JPMorgan Core Plus Bond ETF worth $864K as of Q2 2026.
  • JPMorgan Core Plus Bond ETF was a new CLA (CliftonLarsonAllen) Wealth Advisors position in Q2 2026.
  • JPMorgan Core Plus Bond ETF made up 0.01% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #205 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q1 2022 and has held it in 2 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's JPMorgan Core Plus Bond ETF position peaked at $8.46M in Q1 2022.
  • 217 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.