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JFS Wealth Advisors’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

JFS Wealth 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 		$13.5M Buy
286,913
+15,137
+6% +$710K 0.67% 30
2026
Q1 		$12.8M Buy
271,776
+50,425
+23% +$2.39M 0.72% 30
2025
Q4 		$10.5M Buy
221,351
+86,417
+64% +$4.11M 0.59% 35
2025
Q3 		$6.42M Buy
134,934
+100,619
+293% +$4.74M 0.38% 49
2025
Q2 		$1.61M Buy
34,315
+8,211
+31% +$381K 0.1% 112
2025
Q1 		$1.23M Buy
26,104
+4,068
+18% +$189K 0.08% 133
2024
Q4 		$1.02M Buy
22,036
+7,913
+56% +$371K 0.07% 139
2024
Q3 		$681K Buy
14,123
+5,053
+56% +$240K 0.05% 174
2024
Q2 		$420K Buy
9,070
+535
+6% +$24.6K 0.03% 159
2024
Q1 		$398K Buy
8,535
+1,752
+26% +$81.5K 0.03% 168
2023
Q4 		$319K Buy
6,783
+6,556
+2,888% +$296K 0.03% 182
2023
Q3 		$10.1K Buy
+227
New +$10.4K ﹤0.01% 720

Other funds holding JCPB

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
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
KFG
Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

JFS Wealth Advisors's JCPB Position: Q2 2026 in Review

JFS Wealth Advisors increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 5.6% in Q2 2026, buying an estimated $710K and bringing the position to 286,913 shares worth $13.5M. The position accounts for 0.67% of the portfolio, ranked #30.

JFS Wealth Advisors first reported a position in JCPB in Q3 2023 and has held it in 12 quarters since. 76 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • JFS Wealth Advisors held 286,913 shares of JPMorgan Core Plus Bond ETF worth $13.5M as of Q2 2026.
  • JFS Wealth Advisors bought 15,137 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $710K.
  • JPMorgan Core Plus Bond ETF made up 0.67% of JFS Wealth Advisors's portfolio in Q2 2026, its #30 holding.
  • JFS Wealth Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • 76 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.