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Newman Dignan & Sheerar Inc’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Newman Dignan & Sheerar Inc’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
Q2 		$10.1M Buy
214,133
+186,073
+663% +$8.73M 1.92% 10
2026
Q1 		$1.32M Buy
+28,060
New +$1.33M 0.28% 68

Other funds holding JCPB

LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
KFG
Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

Newman Dignan & Sheerar Inc's JCPB Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 663% in Q2 2026, buying an estimated $8.73M and bringing the position to 214,133 shares worth $10.1M. The position accounts for 1.92% of the portfolio, ranked #10.

Newman Dignan & Sheerar Inc first reported a position in JCPB in Q1 2026 and has held it in 2 quarters since. 92 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Newman Dignan & Sheerar Inc held 214,133 shares of JPMorgan Core Plus Bond ETF worth $10.1M as of Q2 2026.
  • Newman Dignan & Sheerar Inc bought 186,073 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $8.73M.
  • JPMorgan Core Plus Bond ETF made up 1.92% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #10 holding.
  • Newman Dignan & Sheerar Inc first reported a position in JPMorgan Core Plus Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 92 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.