Cooper/Haims Advisors
JCPB icon

Cooper/Haims Advisors’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Cooper/Haims 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
Q3 		$11.9M Sell
264,818
-57,190
-18% -$2.63M 5.17% 6
2026
Q2 		$15.1M Sell
322,008
-1,581
-0.5% -$74.1K 6.5% 5
2026
Q1 		$15.2M Sell
323,589
-439
-0.1% -$20.8K 7.17% 4
2025
Q4 		$15.3M Buy
324,028
+19,844
+7% +$944K 6.97% 4
2025
Q3 		$14.5M Buy
304,184
+2,497
+0.8% +$118K 6.76% 4
2025
Q2 		$14.2M Buy
301,687
+47,072
+18% +$2.19M 6.99% 4
2025
Q1 		$12M Buy
254,615
+40
+0% +$1.86K 6.49% 5
2024
Q4 		$11.7M Buy
254,575
+42,134
+20% +$1.98M 6.65% 4
2024
Q3 		$10.2M Buy
212,441
+11,192
+6% +$532K 5.64% 5
2024
Q2 		$9.32M Sell
201,249
-1,340
-0.7% -$61.6K 5.23% 6
2024
Q1 		$9.45M Sell
202,589
-115,990
-36% -$5.4M 5.49% 6
2023
Q4 		$15M Buy
318,579
+220,425
+225% +$10M 8.5% 3
2023
Q3 		$4.38M Buy
98,154
+59,104
+151% +$2.7M 3.41% 8
2023
Q2 		$1.82M Buy
39,050
+2,745
+8% +$129K 1.4% 14
2023
Q1 		$1.72M Sell
36,305
-152,502
-81% -$7.16M 1.38% 14
2022
Q4 		$8.67M Buy
188,807
+44,592
+31% +$2.05M 6.15% 7
2022
Q3 		$6.62M Sell
144,215
-56,821
-28% -$2.73M 5.48% 8
2022
Q2 		$9.7M Buy
+201,036
New +$9.8M 6.34% 5

Other funds holding JCPB

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
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

Cooper/Haims Advisors's JCPB Position: Q3 2026 in Review

Cooper/Haims Advisors reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 18% in Q3 2026, selling an estimated $2.63M and leaving 264,818 shares worth $11.9M. The position accounts for 5.17% of the portfolio, ranked #6.

Cooper/Haims Advisors first reported a position in JCPB in Q2 2022 and has held it in 18 quarters since. The position peaked at $15.3M in Q4 2025. 359 funds tracked by Wall St. Rank hold JCPB as of Q3 2026.

  • Cooper/Haims Advisors held 264,818 shares of JPMorgan Core Plus Bond ETF worth $11.9M as of Q3 2026.
  • Cooper/Haims Advisors sold 57,190 JPMorgan Core Plus Bond ETF shares in Q3 2026, an estimated $2.63M.
  • JPMorgan Core Plus Bond ETF made up 5.17% of Cooper/Haims Advisors's portfolio in Q3 2026, its #6 holding.
  • Cooper/Haims Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q2 2022 and has held it in 18 quarters since.
  • Cooper/Haims Advisors's JPMorgan Core Plus Bond ETF position peaked at $15.3M in Q4 2025.
  • 359 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2026.

Based on Cooper/Haims Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.