FHC
JCPB icon

First Heartland Consultants’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

First Heartland Consultants’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 		$669K Buy
14,939
+537
+4% +$24.7K 0.04% 277
2026
Q2 		$676K Buy
14,402
+2,972
+26% +$139K 0.04% 274
2026
Q1 		$538K Buy
11,430
+3,833
+50% +$182K 0.04% 278
2025
Q4 		$360K Buy
7,597
+747
+11% +$35.5K 0.03% 370
2025
Q3 		$326K Buy
6,850
+1,543
+29% +$72.6K 0.03% 386
2025
Q2 		$250K Buy
+5,307
New +$247K 0.02% 426

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
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

First Heartland Consultants's JCPB Position: Q3 2026 in Review

First Heartland Consultants increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 3.7% in Q3 2026, buying an estimated $24.7K and bringing the position to 14,939 shares worth $669K. The position accounts for 0.04% of the portfolio, ranked #277.

First Heartland Consultants first reported a position in JCPB in Q2 2025 and has held it in 6 quarters since. The position peaked at $676K in Q2 2026. 28 funds tracked by Wall St. Rank hold JCPB as of Q3 2026.

  • First Heartland Consultants held 14,939 shares of JPMorgan Core Plus Bond ETF worth $669K as of Q3 2026.
  • First Heartland Consultants bought 537 JPMorgan Core Plus Bond ETF shares in Q3 2026, an estimated $24.7K.
  • JPMorgan Core Plus Bond ETF made up 0.04% of First Heartland Consultants's portfolio in Q3 2026, its #277 holding.
  • First Heartland Consultants first reported a position in JPMorgan Core Plus Bond ETF in Q2 2025 and has held it in 6 quarters since.
  • First Heartland Consultants's JPMorgan Core Plus Bond ETF position peaked at $676K in Q2 2026.
  • 28 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.