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

Maia Wealth’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	$212K	Sell	4,724 -180	-4%	-$8.29K	0.03%	340
2026 Q2	$230K	Sell	4,904 -5,238	-52%	-$246K	0.03%	331
2026 Q1	$477K	Sell	10,142 -7,954	-44%	-$377K	0.08%	222
2025 Q4	$865K	Sell	18,096 -16,678	-48%	-$793K	0.15%	154
2025 Q3	$1.65M	Buy	34,774 +3,189	+10%	+$150K	0.28%	102
2025 Q2	$1.49M	Buy	31,585 +17,171	+119%	+$798K	0.28%	95
2025 Q1	$666K	Buy	+14,414	New	+$670K	0.15%	146

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

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

Maia Wealth's JCPB Position: Q3 2026 in Review

Maia Wealth reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 3.7% in Q3 2026, selling an estimated $8.29K and leaving 4,724 shares worth $212K. The position accounts for 0.03% of the portfolio, ranked #340.

Maia Wealth first reported a position in JCPB in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.65M in Q3 2025. 371 funds tracked by Wall St. Rank hold JCPB as of Q3 2026.

Maia Wealth held 4,724 shares of JPMorgan Core Plus Bond ETF worth $212K as of Q3 2026.
Maia Wealth sold 180 JPMorgan Core Plus Bond ETF shares in Q3 2026, an estimated $8.29K.
JPMorgan Core Plus Bond ETF made up 0.03% of Maia Wealth's portfolio in Q3 2026, its #340 holding.
Maia Wealth first reported a position in JPMorgan Core Plus Bond ETF in Q1 2025 and has held it in 7 quarters since.
Maia Wealth's JPMorgan Core Plus Bond ETF position peaked at $1.65M in Q3 2025.
371 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.