Shore Point Advisors
JCPB icon

Shore Point Advisors’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Shore Point Advisors’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 		$24.9M Buy
555,556
+372,621
+204% +$17.2M 7.89% 3
2026
Q2 		$8.59M Buy
182,935
+152,231
+496% +$7.14M 2.94% 8
2026
Q1 		$1.45M Buy
+30,704
New +$1.46M 0.57% 33

Other funds holding JCPB

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
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

Shore Point Advisors's JCPB Position: Q3 2026 in Review

Shore Point Advisors increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 204% in Q3 2026, buying an estimated $17.2M and bringing the position to 555,556 shares worth $24.9M. The position accounts for 7.89% of the portfolio, ranked #3.

Shore Point Advisors first reported a position in JCPB in Q1 2026 and has held it in 3 quarters since. 371 funds tracked by Wall St. Rank hold JCPB as of Q3 2026.

  • Shore Point Advisors held 555,556 shares of JPMorgan Core Plus Bond ETF worth $24.9M as of Q3 2026.
  • Shore Point Advisors bought 372,621 JPMorgan Core Plus Bond ETF shares in Q3 2026, an estimated $17.2M.
  • JPMorgan Core Plus Bond ETF made up 7.89% of Shore Point Advisors's portfolio in Q3 2026, its #3 holding.
  • Shore Point Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • 371 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2026.

Based on Shore Point Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.