CX Institutional’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

CX Institutional’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	$107K	Sell	2,388 -10	-0.4%	-$461	﹤0.01%	863
2026 Q2	$113K	Buy	2,398 +28	+1%	+$1.31K	﹤0.01%	841
2026 Q1	$112K	Buy	2,370 +29	+1%	+$1.38K	﹤0.01%	832
2025 Q4	$111K	Buy	2,341 +28	+1%	+$1.33K	﹤0.01%	832
2025 Q3	$110K	Hold	2,313	–	–	﹤0.01%	809
2025 Q2	$109K	Hold	2,313	–	–	﹤0.01%	751
2025 Q1	$109K	Buy	+2,313	New	+$108K	﹤0.01%	735

Other funds holding JCPB

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

CX Institutional's JCPB Position: Q3 2026 in Review

CX Institutional reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 0.42% in Q3 2026, selling an estimated $461 and leaving 2,388 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #863.

CX Institutional first reported a position in JCPB in Q1 2025 and has held it in 7 quarters since. The position peaked at $113K in Q2 2026. 152 funds tracked by Wall St. Rank hold JCPB as of Q3 2026.

CX Institutional held 2,388 shares of JPMorgan Core Plus Bond ETF worth $107K as of Q3 2026.
CX Institutional sold 10 JPMorgan Core Plus Bond ETF shares in Q3 2026, an estimated $461.
JPMorgan Core Plus Bond ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #863 holding.
CX Institutional first reported a position in JPMorgan Core Plus Bond ETF in Q1 2025 and has held it in 7 quarters since.
CX Institutional's JPMorgan Core Plus Bond ETF position peaked at $113K in Q2 2026.
152 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.