Prospera Financial Services’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Prospera Financial Services’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	$1.61M	Buy	34,224 +12,380	+57%	+$581K	0.02%	578
2026 Q1	$1.03M	Buy	21,844 +6,621	+43%	+$314K	0.02%	701
2025 Q4	$721K	Sell	15,223 -2,301	-13%	-$109K	0.01%	800
2025 Q3	$834K	Buy	17,524 +1,301	+8%	+$61.2K	0.01%	756
2025 Q2	$764K	Buy	16,223 +2,374	+17%	+$110K	0.01%	751
2025 Q1	$652K	Buy	13,849 +1,612	+13%	+$75K	0.02%	690
2024 Q4	$564K	Buy	12,237 +3,638	+42%	+$171K	0.01%	706
2024 Q3	$415K	Buy	8,599 +1,526	+22%	+$72.5K	0.01%	787
2024 Q2	$328K	Buy	7,073 +1,538	+28%	+$70.7K	0.01%	878
2024 Q1	$258K	Buy	+5,535	New	+$258K	0.01%	953

Other funds holding JCPB

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

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

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return