Pine Valley Investments’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Pine Valley Investments’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	$3.8M	Buy	80,917 +273	+0.3%	+$12.8K	0.15%	137
2026 Q1	$3.8M	Sell	80,644 -171	-0.2%	-$8.12K	0.17%	132
2025 Q4	$3.83M	Buy	80,815 +590	+0.7%	+$28.1K	0.18%	124
2025 Q3	$3.81M	Buy	80,225 +4,836	+6%	+$228K	0.19%	126
2025 Q2	$3.55M	Buy	75,389 +7,704	+11%	+$358K	0.2%	124
2025 Q1	$3.18M	Buy	67,685 +2,431	+4%	+$113K	0.19%	133
2024 Q4	$3.01M	Buy	65,254 +14,539	+29%	+$682K	0.18%	133
2024 Q3	$2.45M	Buy	50,715 +15,293	+43%	+$726K	0.15%	148
2024 Q2	$1.64M	Buy	35,422 +14,994	+73%	+$689K	0.11%	185
2024 Q1	$953K	Sell	20,428 -10,399	-34%	-$484K	0.06%	233
2023 Q4	$1.45M	Buy	30,827 +24,904	+420%	+$1.12M	0.1%	182
2023 Q3	$265K	Buy	+5,923	New	+$271K	0.02%	385

Other funds holding JCPB

HWM

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

FMI

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

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

Pine Valley Investments's JCPB Position: Q2 2026 in Review

Pine Valley Investments increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 0.34% in Q2 2026, buying an estimated $12.8K and bringing the position to 80,917 shares worth $3.8M. The position accounts for 0.15% of the portfolio, ranked #137.

Pine Valley Investments first reported a position in JCPB in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.83M in Q4 2025. 287 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Pine Valley Investments held 80,917 shares of JPMorgan Core Plus Bond ETF worth $3.8M as of Q2 2026.
Pine Valley Investments bought 273 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $12.8K.
JPMorgan Core Plus Bond ETF made up 0.15% of Pine Valley Investments's portfolio in Q2 2026, its #137 holding.
Pine Valley Investments first reported a position in JPMorgan Core Plus Bond ETF in Q3 2023 and has held it in 12 quarters since.
Pine Valley Investments's JPMorgan Core Plus Bond ETF position peaked at $3.83M in Q4 2025.
287 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.