Sowell Financial Services’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Sowell Financial Services’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	$1.68M	Buy	37,515 +2,693	+8%	+$124K	0.05%	337
2026 Q2	$1.63M	Buy	34,822 +772	+2%	+$36.2K	0.05%	357
2026 Q1	$1.6M	Buy	34,050 +4,738	+16%	+$225K	0.06%	343
2025 Q4	$1.39M	Buy	29,312 +15,031	+105%	+$715K	0.05%	357
2025 Q3	$679K	Buy	14,281 +9,143	+178%	+$430K	0.03%	543
2025 Q2	$242K	Buy	+5,138	New	+$239K	0.01%	880
2020 Q2	–	Sell	-1,900	Closed	-$103K	–	2566
2020 Q1	$103K	Buy	+1,900	New	+$102K	0.01%	829

Other funds holding JCPB

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

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

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 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

Sowell Financial Services's JCPB Position: Q3 2026 in Review

Sowell Financial Services increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 7.7% in Q3 2026, buying an estimated $124K and bringing the position to 37,515 shares worth $1.68M. The position accounts for 0.05% of the portfolio, ranked #337.

Sowell Financial Services first reported a position in JCPB in Q1 2020 and has held it in 7 quarters since. 156 funds tracked by Wall St. Rank hold JCPB as of Q3 2026.

Sowell Financial Services held 37,515 shares of JPMorgan Core Plus Bond ETF worth $1.68M as of Q3 2026.
Sowell Financial Services bought 2,693 JPMorgan Core Plus Bond ETF shares in Q3 2026, an estimated $124K.
JPMorgan Core Plus Bond ETF made up 0.05% of Sowell Financial Services's portfolio in Q3 2026, its #337 holding.
Sowell Financial Services first reported a position in JPMorgan Core Plus Bond ETF in Q1 2020 and has held it in 7 quarters since.
156 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2026.

Based on Sowell Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.