Perigon Wealth Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Perigon Wealth Management’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	$8.83M	Sell	197,127 -6,786	-3%	-$313K	0.14%	137
2026 Q2	$9.6M	Sell	203,913 -10,384	-5%	-$487K	0.15%	138
2026 Q1	$10.1M	Buy	214,297 +9,890	+5%	+$469K	0.18%	113
2025 Q4	$9.7M	Buy	204,407 +8,771	+4%	+$417K	0.17%	115
2025 Q3	$9.3M	Buy	195,636 +16,817	+9%	+$791K	0.19%	112
2025 Q2	$8.42M	Sell	178,819 -1,262	-0.7%	-$58.6K	0.2%	109
2025 Q1	$8.47M	Sell	180,081 -89,937	-33%	-$4.18M	0.22%	106
2024 Q4	$12.5M	Buy	270,018 +86,883	+47%	+$4.07M	0.31%	68
2024 Q3	$8.83M	Buy	+183,135	New	+$8.7M	0.23%	96

Other funds holding JCPB

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

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

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 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

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

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

Perigon Wealth Management's JCPB Position: Q3 2026 in Review

Perigon Wealth Management reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 3.3% in Q3 2026, selling an estimated $313K and leaving 197,127 shares worth $8.83M. The position accounts for 0.14% of the portfolio, ranked #137.

Perigon Wealth Management first reported a position in JCPB in Q3 2024 and has held it in 9 quarters since. The position peaked at $12.5M in Q4 2024. 164 funds tracked by Wall St. Rank hold JCPB as of Q3 2026.

Perigon Wealth Management held 197,127 shares of JPMorgan Core Plus Bond ETF worth $8.83M as of Q3 2026.
Perigon Wealth Management sold 6,786 JPMorgan Core Plus Bond ETF shares in Q3 2026, an estimated $313K.
JPMorgan Core Plus Bond ETF made up 0.14% of Perigon Wealth Management's portfolio in Q3 2026, its #137 holding.
Perigon Wealth Management first reported a position in JPMorgan Core Plus Bond ETF in Q3 2024 and has held it in 9 quarters since.
Perigon Wealth Management's JPMorgan Core Plus Bond ETF position peaked at $12.5M in Q4 2024.
164 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.