RDA Financial Network
JCPB icon

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
Q3 		$469K Buy
10,465
+404
+4% +$18.6K 0.1% 155
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

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
First Pacific Financial
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
CGN Advisors
CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Wiser Wealth Management
Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return

RDA Financial Network's JCPB Position: Q3 2026 in Review

RDA Financial Network increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 4% in Q3 2026, buying an estimated $18.6K and bringing the position to 10,465 shares worth $469K. The position accounts for 0.1% of the portfolio, ranked #155.

RDA Financial Network first reported a position in JCPB in Q3 2024 and has held it in 9 quarters since. The position peaked at $472K in Q2 2026. 164 funds tracked by Wall St. Rank hold JCPB as of Q3 2026.

  • RDA Financial Network held 10,465 shares of JPMorgan Core Plus Bond ETF worth $469K as of Q3 2026.
  • RDA Financial Network bought 404 JPMorgan Core Plus Bond ETF shares in Q3 2026, an estimated $18.6K.
  • JPMorgan Core Plus Bond ETF made up 0.1% of RDA Financial Network's portfolio in Q3 2026, its #155 holding.
  • RDA Financial Network first reported a position in JPMorgan Core Plus Bond ETF in Q3 2024 and has held it in 9 quarters since.
  • RDA Financial Network's JPMorgan Core Plus Bond ETF position peaked at $472K in Q2 2026.
  • 164 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2026.

Based on RDA Financial Network's 13F filing for Q3 2026, filed 15 Oct 2026.