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

Fortune Financial 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
Q2 		$271K Buy
5,763
+22
+0.4% +$1.03K 0.12% 138
2026
Q1 		$270K Buy
+5,741
New +$272K 0.14% 127

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
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 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
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Fortune Financial Advisors's JCPB Position: Q2 2026 in Review

Fortune Financial Advisors increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 0.38% in Q2 2026, buying an estimated $1.03K and bringing the position to 5,763 shares worth $271K. The position accounts for 0.12% of the portfolio, ranked #138.

Fortune Financial Advisors first reported a position in JCPB in Q1 2026 and has held it in 2 quarters since. 240 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Fortune Financial Advisors held 5,763 shares of JPMorgan Core Plus Bond ETF worth $271K as of Q2 2026.
  • Fortune Financial Advisors bought 22 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $1.03K.
  • JPMorgan Core Plus Bond ETF made up 0.12% of Fortune Financial Advisors's portfolio in Q2 2026, its #138 holding.
  • Fortune Financial Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 240 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.