Heritage Wealth Architects’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Heritage Wealth Architects’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	$2.31M	Sell	51,756 -12,141	-19%	-$559K	0.94%	16
2026 Q2	$2.96M	Buy	63,897 +13,173	+26%	+$618K	1.18%	12
2026 Q1	$2.38M	Sell	50,724 -1,600	-3%	-$75.9K	0.99%	16
2025 Q4	$2.48M	Buy	52,324 +8,470	+19%	+$403K	1.16%	14
2025 Q3	$2.09M	Buy	43,854 +676	+2%	+$31.8K	1.28%	14
2025 Q2	$2.03M	Buy	43,178 +4,453	+11%	+$207K	1.5%	14
2025 Q1	$1.82M	Buy	+38,725	New	+$1.8M	1.77%	12

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

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

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

Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

Heritage Wealth Architects's JCPB Position: Q3 2026 in Review

Heritage Wealth Architects reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 19% in Q3 2026, selling an estimated $559K and leaving 51,756 shares worth $2.31M. The position accounts for 0.94% of the portfolio, ranked #16.

Heritage Wealth Architects first reported a position in JCPB in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.96M in Q2 2026. 28 funds tracked by Wall St. Rank hold JCPB as of Q3 2026.

Heritage Wealth Architects held 51,756 shares of JPMorgan Core Plus Bond ETF worth $2.31M as of Q3 2026.
Heritage Wealth Architects sold 12,141 JPMorgan Core Plus Bond ETF shares in Q3 2026, an estimated $559K.
JPMorgan Core Plus Bond ETF made up 0.94% of Heritage Wealth Architects's portfolio in Q3 2026, its #16 holding.
Heritage Wealth Architects first reported a position in JPMorgan Core Plus Bond ETF in Q1 2025 and has held it in 7 quarters since.
Heritage Wealth Architects's JPMorgan Core Plus Bond ETF position peaked at $2.96M in Q2 2026.
28 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2026.

Based on Heritage Wealth Architects's 13F filing for Q3 2026, filed 6 Oct 2026.