Members Wealth
JCPB icon

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

Members 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 		– Sell
-14,251
Closed -$669K – 133
2026
Q2 		$669K Buy
+14,251
New +$668K 0.37% 49

Other funds holding JCPB

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 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
Moss Adams Wealth Advisors
Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 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

Members Wealth's JCPB Position: Q3 2026 in Review

Members Wealth sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q3 2026, closing a stake of 14,251 shares — an estimated $669K sold.

Members Wealth first reported a position in JCPB in Q2 2026 and held it in 1 quarter. The position peaked at $669K in Q2 2026. 230 funds tracked by Wall St. Rank hold JCPB as of Q3 2026.

  • Members Wealth reported no remaining JPMorgan Core Plus Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Members Wealth sold 14,251 JPMorgan Core Plus Bond ETF shares in Q3 2026, an estimated $669K.
  • Members Wealth first reported a position in JPMorgan Core Plus Bond ETF in Q2 2026 and held it in 1 quarter.
  • Members Wealth's JPMorgan Core Plus Bond ETF position peaked at $669K in Q2 2026.
  • 230 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2026.

Based on Members Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.