SeaCrest Wealth Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

SeaCrest Wealth Management’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	$996K	Buy	21,210 +1,310	+7%	+$61.4K	0.11%	167
2026 Q1	$937K	Buy	19,900 +815	+4%	+$38.7K	0.1%	201
2025 Q4	$906K	Buy	19,085 +11,241	+143%	+$535K	0.09%	202
2025 Q3	$372K	Buy	+7,844	New	+$369K	0.04%	398

Other funds holding JCPB

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WWM

Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

VAMG

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

KFG

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

SeaCrest Wealth Management's JCPB Position: Q2 2026 in Review

SeaCrest Wealth Management increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 6.6% in Q2 2026, buying an estimated $61.4K and bringing the position to 21,210 shares worth $996K. The position accounts for 0.11% of the portfolio, ranked #167.

SeaCrest Wealth Management first reported a position in JCPB in Q3 2025 and has held it in 4 quarters since. 93 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

SeaCrest Wealth Management held 21,210 shares of JPMorgan Core Plus Bond ETF worth $996K as of Q2 2026.
SeaCrest Wealth Management bought 1,310 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $61.4K.
JPMorgan Core Plus Bond ETF made up 0.11% of SeaCrest Wealth Management's portfolio in Q2 2026, its #167 holding.
SeaCrest Wealth Management first reported a position in JPMorgan Core Plus Bond ETF in Q3 2025 and has held it in 4 quarters since.
93 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.