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

Selby 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	$19.7M	Buy	419,253 +25,350	+6%	+$1.19M	6.98%	1
2026 Q1	$18.5M	Buy	393,903 +6,228	+2%	+$296K	7.3%	1
2025 Q4	$18.4M	Buy	+387,675	New	+$18.4M	7.4%	2

Other funds holding JCPB

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

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

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

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

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

FMA Wealth Management Duxbury, Massachusetts $156M AUM 15.22% 1-Year Est. Return

Lawood & Co Williamsport, Pennsylvania $148M AUM

Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return