CWA
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Clarity Wealth Advisors’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Clarity 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 		$12.3M Buy
262,601
+17,791
+7% +$834K 2.18% 15
2026
Q1 		$11.5M Buy
244,810
+20,817
+9% +$988K 2.37% 14
2025
Q4 		$10.6M Buy
223,993
+32,750
+17% +$1.56M 2.16% 15
2025
Q3 		$9.09M Buy
191,243
+27,822
+17% +$1.31M 2% 19
2025
Q2 		$7.69M Buy
163,421
+7,300
+5% +$339K 1.9% 19
2025
Q1 		$7.34M Buy
156,121
+8,032
+5% +$374K 2.04% 17
2024
Q4 		$6.82M Buy
148,089
+24,909
+20% +$1.17M 1.86% 18
2024
Q3 		$5.94M Buy
123,180
+35,745
+41% +$1.7M 1.73% 19
2024
Q2 		$4.05M Buy
87,435
+7,129
+9% +$328K 1.31% 26
2024
Q1 		$3.75M Buy
80,306
+22,747
+40% +$1.06M 1.27% 26
2023
Q4 		$2.71M Buy
+57,559
New +$2.6M 1.02% 28

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

Clarity Wealth Advisors's JCPB Position: Q2 2026 in Review

Clarity Wealth Advisors increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 7.3% in Q2 2026, buying an estimated $834K and bringing the position to 262,601 shares worth $12.3M. The position accounts for 2.18% of the portfolio, ranked #15.

Clarity Wealth Advisors first reported a position in JCPB in Q4 2023 and has held it in 11 quarters since. 240 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Clarity Wealth Advisors held 262,601 shares of JPMorgan Core Plus Bond ETF worth $12.3M as of Q2 2026.
  • Clarity Wealth Advisors bought 17,791 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $834K.
  • JPMorgan Core Plus Bond ETF made up 2.18% of Clarity Wealth Advisors's portfolio in Q2 2026, its #15 holding.
  • Clarity Wealth Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 240 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Clarity Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.