PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 Q2	$14K	Buy	297 +4	+1%	+$188	﹤0.01%	420
2026 Q1	$13.8K	Buy	293 +3	+1%	+$142	﹤0.01%	384
2025 Q4	$13.7K	Buy	290 +4	+1%	+$190	﹤0.01%	392
2025 Q3	$13.6K	Buy	286 +23	+9%	+$1.08K	﹤0.01%	383
2025 Q2	$12.4K	Buy	263 +3	+1%	+$139	﹤0.01%	346
2025 Q1	$12.2K	Buy	260 +3	+1%	+$140	﹤0.01%	353
2024 Q4	$11.8K	Buy	+257	New	+$12K	﹤0.01%	359

Other funds holding JCPB

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s JCPB Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 1.4% in Q2 2026, buying an estimated $188 and bringing the position to 297 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #420.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in JCPB in Q4 2024 and has held it in 7 quarters since. 328 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 297 shares of JPMorgan Core Plus Bond ETF worth $14K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 4 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $188.
JPMorgan Core Plus Bond ETF made up ﹤0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #420 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in JPMorgan Core Plus Bond ETF in Q4 2024 and has held it in 7 quarters since.
328 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.