RDA Financial Network’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

RDA Financial Network’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	$472K	Buy	10,061 +669	+7%	+$31.4K	0.1%	172
2026 Q1	$442K	Buy	9,392 +1,574	+20%	+$74.7K	0.11%	177
2025 Q4	$370K	Buy	7,818 +197	+3%	+$9.37K	0.09%	182
2025 Q3	$362K	Buy	7,621 +498	+7%	+$23.4K	0.09%	190
2025 Q2	$335K	Buy	7,123 +2,213	+45%	+$103K	0.09%	191
2025 Q1	$231K	Sell	4,910 -796	-14%	-$37K	0.07%	222
2024 Q4	$263K	Buy	5,706 +968	+20%	+$45.4K	0.08%	205
2024 Q3	$229K	Buy	+4,738	New	+$225K	0.07%	213

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