M.E. Allison & Co’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

M.E. Allison & 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	$206K	Sell	4,600 -425	-8%	-$19.6K	0.12%	189
2026 Q2	$236K	Hold	5,025	–	–	0.14%	175
2026 Q1	$237K	Hold	5,025	–	–	0.16%	160
2025 Q4	$238K	Hold	5,025	–	–	0.16%	154
2025 Q3	$239K	Hold	5,025	–	–	0.17%	152
2025 Q2	$236K	Hold	5,025	–	–	0.19%	148
2025 Q1	$236K	Hold	5,025	–	–	0.23%	128
2024 Q4	$232K	Buy	+5,025	New	+$236K	0.26%	122

Other funds holding JCPB

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

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 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

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

M.E. Allison & Co's JCPB Position: Q3 2026 in Review

M.E. Allison & Co reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 8.5% in Q3 2026, selling an estimated $19.6K and leaving 4,600 shares worth $206K. The position accounts for 0.12% of the portfolio, ranked #189.

M.E. Allison & Co first reported a position in JCPB in Q4 2024 and has held it in 8 quarters since. The position peaked at $239K in Q3 2025. 141 funds tracked by Wall St. Rank hold JCPB as of Q3 2026.

M.E. Allison & Co held 4,600 shares of JPMorgan Core Plus Bond ETF worth $206K as of Q3 2026.
M.E. Allison & Co sold 425 JPMorgan Core Plus Bond ETF shares in Q3 2026, an estimated $19.6K.
JPMorgan Core Plus Bond ETF made up 0.12% of M.E. Allison & Co's portfolio in Q3 2026, its #189 holding.
M.E. Allison & Co first reported a position in JPMorgan Core Plus Bond ETF in Q4 2024 and has held it in 8 quarters since.
M.E. Allison & Co's JPMorgan Core Plus Bond ETF position peaked at $239K in Q3 2025.
141 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2026.

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