NWWA
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New Wave Wealth Advisors’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

New Wave 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
Q1 		$263K Buy
5,592
+67
+1% +$3.18K 0.09% 160
2025
Q4 		$263K Sell
5,525
-2,012
-27% -$95.7K 0.1% 149
2025
Q3 		$358K Buy
7,537
+93
+1% +$4.38K 0.14% 109
2025
Q2 		$350K Buy
+7,444
New +$346K 0.15% 91
2025
Q1 		– Sell
-3,122
Closed -$144K – 402
2024
Q4 		$144K Sell
3,122
-2,083
-40% -$97.6K 0.06% 164
2024
Q3 		$251K Buy
+5,205
New +$247K 0.12% 124

Other funds holding JCPB

HWM
HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return