MB, Levis & Associates
JCPB icon

MB, Levis & Associates’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

MB, Levis & Associates’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 		$28.8K Buy
643
+8
+1% +$368 0.01% 129
2026
Q2 		$29.8K Buy
635
+8
+1% +$375 0.01% 132
2026
Q1 		$29.5K Buy
627
+7
+1% +$332 0.01% 129
2025
Q4 		$29.3K Buy
620
+8
+1% +$381 0.01% 129
2025
Q3 		$29.1K Buy
612
+7
+1% +$329 0.01% 127
2025
Q2 		$28.5K Buy
605
+8
+1% +$372 0.01% 150
2025
Q1 		$28.1K Buy
597
+7
+1% +$326 0.01% 149
2024
Q4 		$27.2K Buy
590
+8
+1% +$375 0.01% 147
2024
Q3 		$28.1K Buy
582
+7
+1% +$333 0.01% 147
2024
Q2 		$26.6K Buy
+575
New +$26.4K 0.01% 146

Other funds holding JCPB

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
First Pacific Financial
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
CGN Advisors
CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Wiser Wealth Management
Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return

MB, Levis & Associates's JCPB Position: Q3 2026 in Review

MB, Levis & Associates increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 1.3% in Q3 2026, buying an estimated $368 and bringing the position to 643 shares worth $28.8K. The position accounts for 0.01% of the portfolio, ranked #129.

MB, Levis & Associates first reported a position in JCPB in Q2 2024 and has held it in 10 quarters since. The position peaked at $29.8K in Q2 2026. 164 funds tracked by Wall St. Rank hold JCPB as of Q3 2026.

  • MB, Levis & Associates held 643 shares of JPMorgan Core Plus Bond ETF worth $28.8K as of Q3 2026.
  • MB, Levis & Associates bought 8 JPMorgan Core Plus Bond ETF shares in Q3 2026, an estimated $368.
  • JPMorgan Core Plus Bond ETF made up 0.01% of MB, Levis & Associates's portfolio in Q3 2026, its #129 holding.
  • MB, Levis & Associates first reported a position in JPMorgan Core Plus Bond ETF in Q2 2024 and has held it in 10 quarters since.
  • MB, Levis & Associates's JPMorgan Core Plus Bond ETF position peaked at $29.8K in Q2 2026.
  • 164 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2026.

Based on MB, Levis & Associates's 13F filing for Q3 2026, filed 16 Oct 2026.