MN Wealth Advisors
JCPB icon

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

MN Wealth Advisors’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 		$7.62M Buy
170,228
+1,808
+1% +$83.3K 3.09% 8
2026
Q2 		$7.91M Buy
168,420
+12,742
+8% +$598K 3.37% 9
2026
Q1 		$7.33M Buy
155,678
+20,192
+15% +$958K 3.57% 9
2025
Q4 		$6.42M Buy
135,486
+32,440
+31% +$1.54M 3.24% 9
2025
Q3 		$4.9M Buy
103,046
+2,278
+2% +$107K 2.62% 10
2025
Q2 		$4.74M Sell
100,768
-13,466
-12% -$626K 2.76% 10
2025
Q1 		$5.37M Sell
114,234
-22,825
-17% -$1.06M 3.16% 7
2024
Q4 		$6.31M Buy
137,059
+7,370
+6% +$345K 3.55% 5
2024
Q3 		$6.26M Sell
129,689
-4,499
-3% -$214K 3.56% 7
2024
Q2 		$6.22M Sell
134,188
-6,226
-4% -$286K 3.61% 7
2024
Q1 		$6.55M Sell
140,414
-22,702
-14% -$1.06M 4.05% 5
2023
Q4 		$7.68M Buy
+163,116
New +$7.37M 5.29% 4

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

MN Wealth Advisors's JCPB Position: Q3 2026 in Review

MN Wealth Advisors increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 1.1% in Q3 2026, buying an estimated $83.3K and bringing the position to 170,228 shares worth $7.62M. The position accounts for 3.09% of the portfolio, ranked #8.

MN Wealth Advisors first reported a position in JCPB in Q4 2023 and has held it in 12 quarters since. The position peaked at $7.91M in Q2 2026. 164 funds tracked by Wall St. Rank hold JCPB as of Q3 2026.

  • MN Wealth Advisors held 170,228 shares of JPMorgan Core Plus Bond ETF worth $7.62M as of Q3 2026.
  • MN Wealth Advisors bought 1,808 JPMorgan Core Plus Bond ETF shares in Q3 2026, an estimated $83.3K.
  • JPMorgan Core Plus Bond ETF made up 3.09% of MN Wealth Advisors's portfolio in Q3 2026, its #8 holding.
  • MN Wealth Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • MN Wealth Advisors's JPMorgan Core Plus Bond ETF position peaked at $7.91M in Q2 2026.
  • 164 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2026.

Based on MN Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.