Root Financial Partners
JCPB icon

Root Financial Partners’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Root Financial Partners’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 		$124K Buy
+2,779
New +$128K ﹤0.01% 630
2026
Q2 		– Sell
-24
Closed -$1.13K – 1834
2026
Q1 		$1.13K Sell
24
-703
-97% -$33.4K ﹤0.01% 2563
2025
Q4 		$34.4K Buy
727
+603
+486% +$28.7K ﹤0.01% 876
2025
Q3 		$5.9K Buy
+124
New +$5.84K ﹤0.01% 1654

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OpenArc Corporate Advisory
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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
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Confluence Wealth Services
Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Root Financial Partners's JCPB Position: Q3 2026 in Review

Root Financial Partners opened a new position in JPMorgan Core Plus Bond ETF (JCPB) in Q3 2026: 2,779 shares worth $124K. The stake represents ﹤0.01% of the portfolio and ranks #630 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in JCPB as recently as Q1 2026.

Root Financial Partners first reported a position in JCPB in Q3 2025 and has held it in 4 quarters since. 371 funds tracked by Wall St. Rank hold JCPB as of Q3 2026.

  • Root Financial Partners held 2,779 shares of JPMorgan Core Plus Bond ETF worth $124K as of Q3 2026.
  • JPMorgan Core Plus Bond ETF was a new Root Financial Partners position in Q3 2026.
  • JPMorgan Core Plus Bond ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #630 holding.
  • Root Financial Partners first reported a position in JPMorgan Core Plus Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 371 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.