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

Enclave 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	$459K	Buy	+10,253	New	+$472K	0.06%	88

Other funds holding JCPB

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

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 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

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

Enclave Advisors's JCPB Position: Q3 2026 in Review

Enclave Advisors opened a new position in JPMorgan Core Plus Bond ETF (JCPB) in Q3 2026: 10,253 shares worth $459K. The stake represents 0.06% of the portfolio and ranks #88 among its holdings.

347 funds tracked by Wall St. Rank hold JCPB as of Q3 2026.

Enclave Advisors held 10,253 shares of JPMorgan Core Plus Bond ETF worth $459K as of Q3 2026.
JPMorgan Core Plus Bond ETF was a new Enclave Advisors position in Q3 2026.
JPMorgan Core Plus Bond ETF made up 0.06% of Enclave Advisors's portfolio in Q3 2026, its #88 holding.
347 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2026.

Based on Enclave Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.