LWM Advisory Services’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

LWM Advisory Services’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	$1.03M	Buy	+21,989	New	+$1.03M	1.84%	14

Other funds holding JCPB

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

LWM Advisory Services's JCPB Position: Q2 2026 in Review

LWM Advisory Services opened a new position in JPMorgan Core Plus Bond ETF (JCPB) in Q2 2026: 21,989 shares worth $1.03M. The stake represents 1.84% of the portfolio and ranks #14 among its holdings.

287 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

LWM Advisory Services held 21,989 shares of JPMorgan Core Plus Bond ETF worth $1.03M as of Q2 2026.
JPMorgan Core Plus Bond ETF was a new LWM Advisory Services position in Q2 2026.
JPMorgan Core Plus Bond ETF made up 1.84% of LWM Advisory Services's portfolio in Q2 2026, its #14 holding.
287 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on LWM Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.