Summit Financial Strategies’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Summit Financial Strategies’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	$136M	Buy	3,032,031 +231,479	+8%	+$10.7M	9.41%	3
2026 Q2	$131M	Buy	2,800,552 +161,188	+6%	+$7.56M	9.23%	3
2026 Q1	$124M	Buy	2,639,364 +188,904	+8%	+$8.96M	9.79%	2
2025 Q4	$116M	Buy	2,450,460 +170,964	+8%	+$8.13M	9.54%	2
2025 Q3	$108M	Buy	2,279,496 +130,909	+6%	+$6.16M	9.29%	2
2025 Q2	$101M	Buy	2,148,587 +221,607	+12%	+$10.3M	9.36%	2
2025 Q1	$90.6M	Buy	1,926,980 +1,824,189	+1,775%	+$84.8M	9.14%	2
2024 Q4	$4.74M	Buy	+102,791	New	+$4.82M	0.52%	22

Other funds holding JCPB

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

FPF

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

WWM

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

PGFG

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

Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

HSG

Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Summit Financial Strategies's JCPB Position: Q3 2026 in Review

Summit Financial Strategies increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 8.3% in Q3 2026, buying an estimated $10.7M and bringing the position to 3,032,031 shares worth $136M. The position accounts for 9.41% of the portfolio, ranked #3.

Summit Financial Strategies first reported a position in JCPB in Q4 2024 and has held it in 8 quarters since. 61 funds tracked by Wall St. Rank hold JCPB as of Q3 2026.

Summit Financial Strategies held 3,032,031 shares of JPMorgan Core Plus Bond ETF worth $136M as of Q3 2026.
Summit Financial Strategies bought 231,479 JPMorgan Core Plus Bond ETF shares in Q3 2026, an estimated $10.7M.
JPMorgan Core Plus Bond ETF made up 9.41% of Summit Financial Strategies's portfolio in Q3 2026, its #3 holding.
Summit Financial Strategies first reported a position in JPMorgan Core Plus Bond ETF in Q4 2024 and has held it in 8 quarters since.
61 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2026.

Based on Summit Financial Strategies's 13F filing for Q3 2026, filed 14 Oct 2026.