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

Farther Finance 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 		$32.7M Buy
729,302
+503,483
+223% +$23.2M 0.23% 76
2026
Q2 		$10.6M Buy
225,819
+127,717
+130% +$5.99M 0.08% 205
2026
Q1 		$4.6M Sell
98,102
-654
-0.7% -$31K 0.04% 369
2025
Q4 		$4.68M Buy
98,756
+67,189
+213% +$3.2M 0.05% 323
2025
Q3 		$1.5M Sell
31,567
-1,315
-4% -$61.9K 0.02% 559
2025
Q2 		$1.55M Buy
32,882
+1,033
+3% +$48K 0.03% 446
2025
Q1 		$1.5M Buy
31,849
+8,748
+38% +$407K 0.04% 367
2024
Q4 		$1.06M Sell
23,101
-8,512
-27% -$399K 0.04% 354
2024
Q3 		$1.53M Buy
31,613
+10,482
+50% +$498K 0.06% 245
2024
Q2 		$969K Buy
21,131
+602
+3% +$27.7K 0.05% 309
2024
Q1 		$947K Sell
20,529
-58
-0.3% -$2.7K 0.06% 262
2023
Q4 		$969K Buy
20,587
+8,475
+70% +$383K 0.07% 240
2023
Q3 		$541K Sell
12,112
-1,171
-9% -$53.6K 0.08% 195
2023
Q2 		$619K Sell
13,283
-8,617
-39% -$405K 0.14% 139
2023
Q1 		$1.04M Buy
+21,900
New +$1.03M 0.3% 62

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
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 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
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

Farther Finance Advisors's JCPB Position: Q3 2026 in Review

Farther Finance Advisors increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 223% in Q3 2026, buying an estimated $23.2M and bringing the position to 729,302 shares worth $32.7M. The position accounts for 0.23% of the portfolio, ranked #76.

Farther Finance Advisors first reported a position in JCPB in Q1 2023 and has held it in 15 quarters since. 28 funds tracked by Wall St. Rank hold JCPB as of Q3 2026.

  • Farther Finance Advisors held 729,302 shares of JPMorgan Core Plus Bond ETF worth $32.7M as of Q3 2026.
  • Farther Finance Advisors bought 503,483 JPMorgan Core Plus Bond ETF shares in Q3 2026, an estimated $23.2M.
  • JPMorgan Core Plus Bond ETF made up 0.23% of Farther Finance Advisors's portfolio in Q3 2026, its #76 holding.
  • Farther Finance Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q1 2023 and has held it in 15 quarters since.
  • 28 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.