SeaCrest Wealth Management
JCPB icon

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
Q3 		$951K Buy
21,236
+26
+0.1% +$1.2K 0.11% 167
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

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

SeaCrest Wealth Management's JCPB Position: Q3 2026 in Review

SeaCrest Wealth Management increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 0.12% in Q3 2026, buying an estimated $1.2K and bringing the position to 21,236 shares worth $951K. 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 5 quarters since. The position peaked at $996K in Q2 2026. 181 funds tracked by Wall St. Rank hold JCPB as of Q3 2026.

  • SeaCrest Wealth Management held 21,236 shares of JPMorgan Core Plus Bond ETF worth $951K as of Q3 2026.
  • SeaCrest Wealth Management bought 26 JPMorgan Core Plus Bond ETF shares in Q3 2026, an estimated $1.2K.
  • JPMorgan Core Plus Bond ETF made up 0.11% of SeaCrest Wealth Management's portfolio in Q3 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 5 quarters since.
  • SeaCrest Wealth Management's JPMorgan Core Plus Bond ETF position peaked at $996K in Q2 2026.
  • 181 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2026.

Based on SeaCrest Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.