Pearl Planning’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Pearl Planning’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	$1.02M	Buy	+22,850	New	+$1.05M	0.42%	24

Other funds holding JCPB

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

WWM

Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Pearl Planning's JCPB Position: Q3 2026 in Review

Pearl Planning opened a new position in JPMorgan Core Plus Bond ETF (JCPB) in Q3 2026: 22,850 shares worth $1.02M. The stake represents 0.42% of the portfolio and ranks #24 among its holdings.

118 funds tracked by Wall St. Rank hold JCPB as of Q3 2026.

Pearl Planning held 22,850 shares of JPMorgan Core Plus Bond ETF worth $1.02M as of Q3 2026.
JPMorgan Core Plus Bond ETF was a new Pearl Planning position in Q3 2026.
JPMorgan Core Plus Bond ETF made up 0.42% of Pearl Planning's portfolio in Q3 2026, its #24 holding.
118 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2026.

Based on Pearl Planning's 13F filing for Q3 2026, filed 13 Oct 2026.