CRA Financial Services
JCPB icon

CRA Financial Services’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

CRA Financial Services’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 		$1.21M Sell
27,128
-4,312
-14% -$199K 0.13% 119
2026
Q2 		$1.48M Buy
31,440
+237
+0.8% +$11.1K 0.17% 99
2026
Q1 		$1.47M Buy
31,203
+8,109
+35% +$385K 0.19% 92
2025
Q4 		$1.09M Buy
23,094
+868
+4% +$41.3K 0.14% 114
2025
Q3 		$1.06M Buy
22,226
+1,620
+8% +$76.2K 0.14% 110
2025
Q2 		$970K Buy
20,606
+758
+4% +$35.2K 0.15% 114
2025
Q1 		$934K Buy
19,848
+1,861
+10% +$86.5K 0.16% 114
2024
Q4 		$829K Buy
17,987
+4,187
+30% +$196K 0.14% 119
2024
Q3 		$666K Sell
13,800
-200
-1% -$9.5K 0.12% 121
2024
Q2 		$649K Sell
14,000
-2,625
-16% -$121K 0.13% 115
2024
Q1 		$775K Buy
+16,625
New +$773K 0.17% 99

Other funds holding JCPB

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 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
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
First Pacific Financial
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
CGN Advisors
CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Wiser Wealth Management
Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return

CRA Financial Services's JCPB Position: Q3 2026 in Review

CRA Financial Services reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 14% in Q3 2026, selling an estimated $199K and leaving 27,128 shares worth $1.21M. The position accounts for 0.13% of the portfolio, ranked #119.

CRA Financial Services first reported a position in JCPB in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.48M in Q2 2026. 177 funds tracked by Wall St. Rank hold JCPB as of Q3 2026.

  • CRA Financial Services held 27,128 shares of JPMorgan Core Plus Bond ETF worth $1.21M as of Q3 2026.
  • CRA Financial Services sold 4,312 JPMorgan Core Plus Bond ETF shares in Q3 2026, an estimated $199K.
  • JPMorgan Core Plus Bond ETF made up 0.13% of CRA Financial Services's portfolio in Q3 2026, its #119 holding.
  • CRA Financial Services first reported a position in JPMorgan Core Plus Bond ETF in Q1 2024 and has held it in 11 quarters since.
  • CRA Financial Services's JPMorgan Core Plus Bond ETF position peaked at $1.48M in Q2 2026.
  • 177 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2026.

Based on CRA Financial Services's 13F filing for Q3 2026, filed 16 Oct 2026.