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

Friday Financial’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 		$711K Buy
+15,927
New +$733K 0.14% 67
2025
Q4 		– Sell
-5,952
Closed -$283K – 91
2025
Q3 		$283K Buy
+5,952
New +$280K 0.12% 81

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

Friday Financial's JCPB Position: Q3 2026 in Review

Friday Financial opened a new position in JPMorgan Core Plus Bond ETF (JCPB) in Q3 2026: 15,927 shares worth $711K. The stake represents 0.14% of the portfolio and ranks #67 among its holdings. This is a return to the name: Friday Financial previously reported a position in JCPB as recently as Q3 2025.

Friday Financial first reported a position in JCPB in Q3 2025 and has held it in 2 quarters since. 28 funds tracked by Wall St. Rank hold JCPB as of Q3 2026.

  • Friday Financial held 15,927 shares of JPMorgan Core Plus Bond ETF worth $711K as of Q3 2026.
  • JPMorgan Core Plus Bond ETF was a new Friday Financial position in Q3 2026.
  • JPMorgan Core Plus Bond ETF made up 0.14% of Friday Financial's portfolio in Q3 2026, its #67 holding.
  • Friday Financial first reported a position in JPMorgan Core Plus Bond ETF in Q3 2025 and has held it in 2 quarters since.
  • 28 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2026.

Based on Friday Financial's 13F filing for Q3 2026, filed 9 Oct 2026.