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Independent Wealth Network’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Independent Wealth Network’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 		$1.21M Buy
27,066
+2,429
+10% +$112K 0.31% 91
2026
Q2 		$1.16M Buy
24,637
+2,159
+10% +$101K 0.29% 93
2026
Q1 		$1.06M Buy
22,478
+699
+3% +$33.2K 0.31% 92
2025
Q4 		$1.03M Buy
21,779
+2,252
+12% +$107K 0.32% 79
2025
Q3 		$928K Buy
19,527
+4,132
+27% +$194K 0.3% 87
2025
Q2 		$724K Buy
15,395
+318
+2% +$14.8K 0.26% 92
2025
Q1 		$709K Buy
15,077
+523
+4% +$24.3K 0.28% 85
2024
Q4 		$670K Buy
14,554
+4,919
+51% +$231K 0.27% 87
2024
Q3 		$465K Buy
+9,635
New +$458K 0.21% 124

Other funds holding JCPB

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return

Independent Wealth Network's JCPB Position: Q3 2026 in Review

Independent Wealth Network increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 9.9% in Q3 2026, buying an estimated $112K and bringing the position to 27,066 shares worth $1.21M. The position accounts for 0.31% of the portfolio, ranked #91.

Independent Wealth Network first reported a position in JCPB in Q3 2024 and has held it in 9 quarters since. 484 funds tracked by Wall St. Rank hold JCPB as of Q3 2026.

  • Independent Wealth Network held 27,066 shares of JPMorgan Core Plus Bond ETF worth $1.21M as of Q3 2026.
  • Independent Wealth Network bought 2,429 JPMorgan Core Plus Bond ETF shares in Q3 2026, an estimated $112K.
  • JPMorgan Core Plus Bond ETF made up 0.31% of Independent Wealth Network's portfolio in Q3 2026, its #91 holding.
  • Independent Wealth Network first reported a position in JPMorgan Core Plus Bond ETF in Q3 2024 and has held it in 9 quarters since.
  • 484 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.