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

LexAurum 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 Q3	$2.88M	Buy	64,330 +2,082	+3%	+$95.9K	0.32%	66
2026 Q2	$2.92M	Buy	62,248 +2,334	+4%	+$109K	0.34%	63
2026 Q1	$2.82M	Buy	+59,914	New	+$2.84M	0.37%	52
2025 Q3	$2.59M	Buy	54,555 +1,306	+2%	+$61.5K	0.37%	53
2025 Q2	$2.51M	Buy	53,249 +2,449	+5%	+$114K	0.4%	50
2025 Q1	$2.39M	Buy	50,800 +396	+0.8%	+$18.4K	0.46%	42
2024 Q4	$2.32M	Buy	50,404 +14,139	+39%	+$663K	0.46%	43
2024 Q3	$1.75M	Buy	36,265 +59	+0.2%	+$2.8K	0.38%	50
2024 Q2	$1.68M	Sell	36,206 -282	-0.8%	-$13K	0.41%	47
2024 Q1	$1.7M	Buy	36,488 +483	+1%	+$22.5K	0.43%	46
2023 Q4	$1.7M	Sell	36,005 -282	-0.8%	-$12.7K	0.44%	47
2023 Q3	$1.62M	Buy	+36,287	New	+$1.66M	0.47%	42

Other funds holding JCPB

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

LexAurum Advisors's JCPB Position: Q3 2026 in Review

LexAurum Advisors increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 3.3% in Q3 2026, buying an estimated $95.9K and bringing the position to 64,330 shares worth $2.88M. The position accounts for 0.32% of the portfolio, ranked #66.

LexAurum Advisors first reported a position in JCPB in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.92M in Q2 2026. 230 funds tracked by Wall St. Rank hold JCPB as of Q3 2026.

LexAurum Advisors held 64,330 shares of JPMorgan Core Plus Bond ETF worth $2.88M as of Q3 2026.
LexAurum Advisors bought 2,082 JPMorgan Core Plus Bond ETF shares in Q3 2026, an estimated $95.9K.
JPMorgan Core Plus Bond ETF made up 0.32% of LexAurum Advisors's portfolio in Q3 2026, its #66 holding.
LexAurum Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q3 2023 and has held it in 12 quarters since.
LexAurum Advisors's JPMorgan Core Plus Bond ETF position peaked at $2.92M in Q2 2026.
230 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2026.

Based on LexAurum Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.