Precedent Wealth Partners’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Precedent Wealth Partners’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	$5M	Buy	+111,550	New	+$5.14M	0.77%	36

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

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

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 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

Precedent Wealth Partners's JCPB Position: Q3 2026 in Review

Precedent Wealth Partners opened a new position in JPMorgan Core Plus Bond ETF (JCPB) in Q3 2026: 111,550 shares worth $5M. The stake represents 0.77% of the portfolio and ranks #36 among its holdings.

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

Precedent Wealth Partners held 111,550 shares of JPMorgan Core Plus Bond ETF worth $5M as of Q3 2026.
JPMorgan Core Plus Bond ETF was a new Precedent Wealth Partners position in Q3 2026.
JPMorgan Core Plus Bond ETF made up 0.77% of Precedent Wealth Partners's portfolio in Q3 2026, its #36 holding.
230 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.