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

North Ridge 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	$10K	Buy	+213	New	+$10.1K	0.01%	138

Other funds holding JCPB

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

North Ridge Wealth Advisors's JCPB Position: Q1 2026 in Review

North Ridge Wealth Advisors opened a new position in JPMorgan Core Plus Bond ETF (JCPB) in Q1 2026: 213 shares worth $10K. The stake represents 0.01% of the portfolio and ranks #138 among its holdings.

481 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

North Ridge Wealth Advisors held 213 shares of JPMorgan Core Plus Bond ETF worth $10K as of Q1 2026.
JPMorgan Core Plus Bond ETF was a new North Ridge Wealth Advisors position in Q1 2026.
JPMorgan Core Plus Bond ETF made up 0.01% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #138 holding.
481 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.