Smithbridge Asset Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Smithbridge Asset 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	$12M	Buy	268,949 +11,874	+5%	+$547K	1.63%	21
2026 Q2	$12.1M	Buy	257,075 +10,606	+4%	+$497K	1.64%	21
2026 Q1	$11.6M	Sell	246,469 -219,683	-47%	-$10.4M	1.72%	17
2025 Q4	$22.1M	Buy	466,152 +251,598	+117%	+$12M	1.89%	15
2025 Q3	$10.2M	Buy	+214,554	New	+$10.1M	1.48%	21

Other funds holding JCPB

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Smithbridge Asset Management's JCPB Position: Q3 2026 in Review

Smithbridge Asset Management increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 4.6% in Q3 2026, buying an estimated $547K and bringing the position to 268,949 shares worth $12M. The position accounts for 1.63% of the portfolio, ranked #21.

Smithbridge Asset Management first reported a position in JCPB in Q3 2025 and has held it in 5 quarters since. The position peaked at $22.1M in Q4 2025. 147 funds tracked by Wall St. Rank hold JCPB as of Q3 2026.

Smithbridge Asset Management held 268,949 shares of JPMorgan Core Plus Bond ETF worth $12M as of Q3 2026.
Smithbridge Asset Management bought 11,874 JPMorgan Core Plus Bond ETF shares in Q3 2026, an estimated $547K.
JPMorgan Core Plus Bond ETF made up 1.63% of Smithbridge Asset Management's portfolio in Q3 2026, its #21 holding.
Smithbridge Asset Management first reported a position in JPMorgan Core Plus Bond ETF in Q3 2025 and has held it in 5 quarters since.
Smithbridge Asset Management's JPMorgan Core Plus Bond ETF position peaked at $22.1M in Q4 2025.
147 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2026.

Based on Smithbridge Asset Management's 13F filing for Q3 2026, filed 19 Oct 2026.