Sigma Planning Corp
JCPB icon

Sigma Planning Corp’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Sigma Planning Corp’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 		$771K Sell
17,223
-1,903
-10% -$87.6K 0.02% 673
2026
Q2 		$898K Buy
19,126
+449
+2% +$21.1K 0.02% 646
2026
Q1 		$879K Buy
18,677
+3,841
+26% +$182K 0.02% 621
2025
Q4 		$702K Buy
14,836
+153
+1% +$7.28K 0.02% 667
2025
Q3 		$698K Sell
14,683
-1,487
-9% -$70K 0.02% 674
2025
Q2 		$761K Buy
16,170
+890
+6% +$41.3K 0.02% 609
2025
Q1 		$719K Sell
15,280
-60
-0.4% -$2.79K 0.02% 601
2024
Q4 		$707K Sell
15,340
-259
-2% -$12.1K 0.02% 601
2024
Q3 		$752K Buy
15,599
+1,975
+14% +$93.8K 0.02% 591
2024
Q2 		$631K Buy
13,624
+866
+7% +$39.8K 0.02% 632
2024
Q1 		$595K Buy
12,758
+6,846
+116% +$318K 0.02% 694
2023
Q4 		$278K Sell
5,912
-6,840
-54% -$309K 0.02% 649
2023
Q3 		$570K Sell
12,752
-2,619
-17% -$120K 0.02% 648
2023
Q2 		$716K Buy
15,371
+674
+5% +$31.7K 0.03% 589
2023
Q1 		$697K Buy
+14,697
New +$690K 0.02% 665

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

Sigma Planning Corp's JCPB Position: Q3 2026 in Review

Sigma Planning Corp reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 9.9% in Q3 2026, selling an estimated $87.6K and leaving 17,223 shares worth $771K. The position accounts for 0.02% of the portfolio, ranked #673.

Sigma Planning Corp first reported a position in JCPB in Q1 2023 and has held it in 15 quarters since. The position peaked at $898K in Q2 2026. 164 funds tracked by Wall St. Rank hold JCPB as of Q3 2026.

  • Sigma Planning Corp held 17,223 shares of JPMorgan Core Plus Bond ETF worth $771K as of Q3 2026.
  • Sigma Planning Corp sold 1,903 JPMorgan Core Plus Bond ETF shares in Q3 2026, an estimated $87.6K.
  • JPMorgan Core Plus Bond ETF made up 0.02% of Sigma Planning Corp's portfolio in Q3 2026, its #673 holding.
  • Sigma Planning Corp first reported a position in JPMorgan Core Plus Bond ETF in Q1 2023 and has held it in 15 quarters since.
  • Sigma Planning Corp's JPMorgan Core Plus Bond ETF position peaked at $898K in Q2 2026.
  • 164 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.