Islay Capital Management
JCPB icon

Islay Capital Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Islay Capital Management’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 		$4.12M Buy
91,974
+9,777
+12% +$450K 1.94% 13
2026
Q2 		$3.86M Buy
82,197
+41,347
+101% +$1.94M 1.78% 13
2026
Q1 		$1.92M Buy
40,850
+40,410
+9,184% +$1.92M 0.98% 30
2025
Q4 		$20.8K Buy
+440
New +$20.9K 0.01% 147

Other funds holding JCPB

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Confluence Wealth Services
Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
Moss Adams Wealth Advisors
Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

Islay Capital Management's JCPB Position: Q3 2026 in Review

Islay Capital Management increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 12% in Q3 2026, buying an estimated $450K and bringing the position to 91,974 shares worth $4.12M. The position accounts for 1.94% of the portfolio, ranked #13.

Islay Capital Management first reported a position in JCPB in Q4 2025 and has held it in 4 quarters since. 347 funds tracked by Wall St. Rank hold JCPB as of Q3 2026.

  • Islay Capital Management held 91,974 shares of JPMorgan Core Plus Bond ETF worth $4.12M as of Q3 2026.
  • Islay Capital Management bought 9,777 JPMorgan Core Plus Bond ETF shares in Q3 2026, an estimated $450K.
  • JPMorgan Core Plus Bond ETF made up 1.94% of Islay Capital Management's portfolio in Q3 2026, its #13 holding.
  • Islay Capital Management first reported a position in JPMorgan Core Plus Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • 347 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2026.

Based on Islay Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.