RMR Wealth Builders
JCPB icon

RMR Wealth Builders’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

RMR Wealth Builders’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 		– Sell
-20,361
Closed -$956K – 322
2026
Q2 		$956K Sell
20,361
-14,196
-41% -$666K 0.06% 135
2026
Q1 		$1.63M Buy
34,557
+1,608
+5% +$76.3K 0.13% 89
2025
Q4 		$1.56M Buy
32,949
+10,558
+47% +$502K 0.12% 90
2025
Q3 		$1.06M Buy
+22,391
New +$1.05M 0.09% 103

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

RMR Wealth Builders's JCPB Position: Q3 2026 in Review

RMR Wealth Builders sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q3 2026, closing a stake of 20,361 shares — an estimated $956K sold.

RMR Wealth Builders first reported a position in JCPB in Q3 2025 and held it in 4 quarters. The position peaked at $1.63M in Q1 2026. 164 funds tracked by Wall St. Rank hold JCPB as of Q3 2026.

  • RMR Wealth Builders reported no remaining JPMorgan Core Plus Bond ETF position as of Q3 2026 after selling out during the quarter.
  • RMR Wealth Builders sold 20,361 JPMorgan Core Plus Bond ETF shares in Q3 2026, an estimated $956K.
  • RMR Wealth Builders first reported a position in JPMorgan Core Plus Bond ETF in Q3 2025 and held it in 4 quarters.
  • RMR Wealth Builders's JPMorgan Core Plus Bond ETF position peaked at $1.63M in Q1 2026.
  • 164 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.