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Lawood & Co’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Lawood & Co’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 		$13.7M Buy
305,986
+13,309
+5% +$613K 9.48% 1
2026
Q2 		$13.7M Buy
+292,677
New +$13.7M 9.3% 1

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
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
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

Lawood & Co's JCPB Position: Q3 2026 in Review

Lawood & Co increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 4.5% in Q3 2026, buying an estimated $613K and bringing the position to 305,986 shares worth $13.7M. The position accounts for 9.48% of the portfolio, ranked #1.

Lawood & Co first reported a position in JCPB in Q2 2026 and has held it in 2 quarters since. The position peaked at $13.7M in Q2 2026. 28 funds tracked by Wall St. Rank hold JCPB as of Q3 2026.

  • Lawood & Co held 305,986 shares of JPMorgan Core Plus Bond ETF worth $13.7M as of Q3 2026.
  • Lawood & Co bought 13,309 JPMorgan Core Plus Bond ETF shares in Q3 2026, an estimated $613K.
  • JPMorgan Core Plus Bond ETF made up 9.48% of Lawood & Co's portfolio in Q3 2026, its #1 holding.
  • Lawood & Co first reported a position in JPMorgan Core Plus Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • Lawood & Co's JPMorgan Core Plus Bond ETF position peaked at $13.7M in Q2 2026.
  • 28 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2026.

Based on Lawood & Co's 13F filing for Q3 2026, filed 9 Oct 2026.