CoreCap Advisors’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

CoreCap 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	–	Sell	-1,218	Closed	-$57.4K	–	3238
2026 Q1	$57.4K	Buy	1,218 +255	+26%	+$12.1K	﹤0.01%	1239
2025 Q4	$45.6K	Buy	963 +1	+0.1%	+$48	﹤0.01%	1375
2025 Q3	$45.8K	Sell	962 -1	-0.1%	-$47	﹤0.01%	1355
2025 Q2	$45.4K	Sell	963 -1	-0.1%	-$46	﹤0.01%	1294
2025 Q1	$45.3K	Hold	964	–	–	﹤0.01%	1205
2024 Q4	$44.4K	Sell	964 -1,215	-56%	-$57K	﹤0.01%	1240
2024 Q3	$105K	Sell	2,179 -653	-23%	-$31K	﹤0.01%	887
2024 Q2	$131K	Sell	2,832 -70	-2%	-$3.22K	0.01%	443
2024 Q1	$135K	Buy	+2,902	New	+$135K	0.01%	745

Other funds holding JCPB

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return