Opal Wealth Advisors
JCPB icon

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

Opal 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 		$253K Hold
5,647
– – 0.05% 173
2026
Q2 		$265K Sell
5,647
-825
-13% -$38.7K 0.06% 176
2026
Q1 		$305K Sell
6,472
-6,973
-52% -$331K 0.07% 148
2025
Q4 		$637K Buy
+13,445
New +$640K 0.17% 82

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

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

Opal Wealth Advisors held its JPMorgan Core Plus Bond ETF (JCPB) position steady in Q3 2026 at 5,647 shares worth $253K. The position accounts for 0.05% of the portfolio, ranked #173.

Opal Wealth Advisors first reported a position in JCPB in Q4 2025 and has held it in 4 quarters since. The position peaked at $637K in Q4 2025. 164 funds tracked by Wall St. Rank hold JCPB as of Q3 2026.

  • Opal Wealth Advisors held 5,647 shares of JPMorgan Core Plus Bond ETF worth $253K as of Q3 2026.
  • Opal Wealth Advisors left its JPMorgan Core Plus Bond ETF share count unchanged in Q3 2026.
  • JPMorgan Core Plus Bond ETF made up 0.05% of Opal Wealth Advisors's portfolio in Q3 2026, its #173 holding.
  • Opal Wealth Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Opal Wealth Advisors's JPMorgan Core Plus Bond ETF position peaked at $637K in Q4 2025.
  • 164 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.