Plancorp LLC’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Plancorp LLC’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	$456K	Buy	+10,005	New	+$461K	0.01%	293

Other funds holding JCPB

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

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Plancorp LLC's JCPB Position: Q3 2026 in Review

Plancorp LLC opened a new position in JPMorgan Core Plus Bond ETF (JCPB) in Q3 2026: 10,005 shares worth $456K. The stake represents 0.01% of the portfolio and ranks #293 among its holdings.

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

Plancorp LLC held 10,005 shares of JPMorgan Core Plus Bond ETF worth $456K as of Q3 2026.
JPMorgan Core Plus Bond ETF was a new Plancorp LLC position in Q3 2026.
JPMorgan Core Plus Bond ETF made up 0.01% of Plancorp LLC's portfolio in Q3 2026, its #293 holding.
371 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2026.

Based on Plancorp LLC's 13F filing for Q3 2026, filed 3 Nov 2026.