Quantum Financial Planning Services
JCPB icon

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

Quantum Financial Planning 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
Q3 		$356K Buy
7,959
+1,539
+24% +$70.9K 0.1% 36
2026
Q2 		$301K Buy
+6,420
New +$301K 0.09% 44

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Valeo Financial Advisors
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Summit Financial Strategies
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First Pacific Financial
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CGN Advisors
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Wiser Wealth Management
Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return

Quantum Financial Planning Services's JCPB Position: Q3 2026 in Review

Quantum Financial Planning Services increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 24% in Q3 2026, buying an estimated $70.9K and bringing the position to 7,959 shares worth $356K. The position accounts for 0.1% of the portfolio, ranked #36.

Quantum Financial Planning Services first reported a position in JCPB in Q2 2026 and has held it in 2 quarters since. 164 funds tracked by Wall St. Rank hold JCPB as of Q3 2026.

  • Quantum Financial Planning Services held 7,959 shares of JPMorgan Core Plus Bond ETF worth $356K as of Q3 2026.
  • Quantum Financial Planning Services bought 1,539 JPMorgan Core Plus Bond ETF shares in Q3 2026, an estimated $70.9K.
  • JPMorgan Core Plus Bond ETF made up 0.1% of Quantum Financial Planning Services's portfolio in Q3 2026, its #36 holding.
  • Quantum Financial Planning Services first reported a position in JPMorgan Core Plus Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 164 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2026.

Based on Quantum Financial Planning Services's 13F filing for Q3 2026, filed 14 Oct 2026.