EWA
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Emergent Wealth Advisors’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Emergent 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
Q3 		$676K Buy
15,094
+304
+2% +$14K 0.35% 54
2026
Q2 		$694K Buy
14,790
+40
+0.3% +$1.88K 0.36% 52
2026
Q1 		$694K Buy
14,750
+10,170
+222% +$483K 0.41% 44
2025
Q4 		$217K Buy
+4,580
New +$218K 0.12% 128

Other funds holding JCPB

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
LC
Lawood & Co Williamsport, Pennsylvania $145M AUM 29.71% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Emergent Wealth Advisors's JCPB Position: Q3 2026 in Review

Emergent Wealth Advisors increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 2.1% in Q3 2026, buying an estimated $14K and bringing the position to 15,094 shares worth $676K. The position accounts for 0.35% of the portfolio, ranked #54.

Emergent Wealth Advisors first reported a position in JCPB in Q4 2025 and has held it in 4 quarters since. The position peaked at $694K in Q1 2026. 24 funds tracked by Wall St. Rank hold JCPB as of Q3 2026.

  • Emergent Wealth Advisors held 15,094 shares of JPMorgan Core Plus Bond ETF worth $676K as of Q3 2026.
  • Emergent Wealth Advisors bought 304 JPMorgan Core Plus Bond ETF shares in Q3 2026, an estimated $14K.
  • JPMorgan Core Plus Bond ETF made up 0.35% of Emergent Wealth Advisors's portfolio in Q3 2026, its #54 holding.
  • Emergent Wealth Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Emergent Wealth Advisors's JPMorgan Core Plus Bond ETF position peaked at $694K in Q1 2026.
  • 24 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2026.

Based on Emergent Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.