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

Fermata 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	$965K	Buy	+21,543	New	+$992K	0.19%	119

Other funds holding JCPB

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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Fermata Advisors's JCPB Position: Q3 2026 in Review

Fermata Advisors opened a new position in JPMorgan Core Plus Bond ETF (JCPB) in Q3 2026: 21,543 shares worth $965K. The stake represents 0.19% of the portfolio and ranks #119 among its holdings.

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

Fermata Advisors held 21,543 shares of JPMorgan Core Plus Bond ETF worth $965K as of Q3 2026.
JPMorgan Core Plus Bond ETF was a new Fermata Advisors position in Q3 2026.
JPMorgan Core Plus Bond ETF made up 0.19% of Fermata Advisors's portfolio in Q3 2026, its #119 holding.
408 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2026.

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