McAdam LLC’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

McAdam LLC’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	$83M	Sell	1,853,615 -120,365	-6%	-$5.54M	3.12%	7
2026 Q2	$92.7M	Buy	1,973,980 +662,048	+50%	+$31M	3.58%	5
2026 Q1	$61.8M	Buy	1,311,932 +58,454	+5%	+$2.77M	2.78%	7
2025 Q4	$59.4M	Buy	1,253,478 +97,373	+8%	+$4.63M	2.72%	7
2025 Q3	$55M	Buy	1,156,105 +86,557	+8%	+$4.07M	2.71%	8
2025 Q2	$50.3M	Buy	1,069,548 +673,652	+170%	+$31.3M	2.76%	8
2025 Q1	$18.6M	Buy	395,896 +105,253	+36%	+$4.89M	1.15%	15
2024 Q4	$13.4M	Buy	290,643 +181,639	+167%	+$8.52M	0.73%	23
2024 Q3	$5.26M	Buy	+109,004	New	+$5.18M	0.3%	53

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

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

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

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

McAdam LLC's JCPB Position: Q3 2026 in Review

McAdam LLC reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 6.1% in Q3 2026, selling an estimated $5.54M and leaving 1,853,615 shares worth $83M. The position accounts for 3.12% of the portfolio, ranked #7.

McAdam LLC first reported a position in JCPB in Q3 2024 and has held it in 9 quarters since. The position peaked at $92.7M in Q2 2026. 152 funds tracked by Wall St. Rank hold JCPB as of Q3 2026.

McAdam LLC held 1,853,615 shares of JPMorgan Core Plus Bond ETF worth $83M as of Q3 2026.
McAdam LLC sold 120,365 JPMorgan Core Plus Bond ETF shares in Q3 2026, an estimated $5.54M.
JPMorgan Core Plus Bond ETF made up 3.12% of McAdam LLC's portfolio in Q3 2026, its #7 holding.
McAdam LLC first reported a position in JPMorgan Core Plus Bond ETF in Q3 2024 and has held it in 9 quarters since.
McAdam LLC's JPMorgan Core Plus Bond ETF position peaked at $92.7M in Q2 2026.
152 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2026.

Based on McAdam LLC's 13F filing for Q3 2026, filed 21 Oct 2026.