Tableaux’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Tableaux’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	$7.09M	Buy	158,241 +2,328	+1%	+$107K	2.89%	9
2026 Q2	$7.32M	Buy	155,913 +6,433	+4%	+$302K	3.08%	7
2026 Q1	$7.04M	Buy	149,480 +54,174	+57%	+$2.57M	3.41%	7
2025 Q4	$4.79M	Sell	95,306 -83,282	-47%	-$3.96M	3.39%	9
2025 Q3	$8.49M	Buy	178,588 +59,151	+50%	+$2.78M	3.4%	7
2025 Q2	$5.62M	Sell	119,437 -94,282	-44%	-$4.38M	3.23%	7
2025 Q1	$10.1M	Buy	213,719 +18,447	+9%	+$858K	7.25%	2
2024 Q4	$9M	Buy	+195,272	New	+$9.15M	7.44%	2

Other funds holding JCPB

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

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 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

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

Tableaux's JCPB Position: Q3 2026 in Review

Tableaux increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 1.5% in Q3 2026, buying an estimated $107K and bringing the position to 158,241 shares worth $7.09M. The position accounts for 2.89% of the portfolio, ranked #9.

Tableaux first reported a position in JCPB in Q4 2024 and has held it in 8 quarters since. The position peaked at $10.1M in Q1 2025. 347 funds tracked by Wall St. Rank hold JCPB as of Q3 2026.

Tableaux held 158,241 shares of JPMorgan Core Plus Bond ETF worth $7.09M as of Q3 2026.
Tableaux bought 2,328 JPMorgan Core Plus Bond ETF shares in Q3 2026, an estimated $107K.
JPMorgan Core Plus Bond ETF made up 2.89% of Tableaux's portfolio in Q3 2026, its #9 holding.
Tableaux first reported a position in JPMorgan Core Plus Bond ETF in Q4 2024 and has held it in 8 quarters since.
Tableaux's JPMorgan Core Plus Bond ETF position peaked at $10.1M in Q1 2025.
347 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2026.

Based on Tableaux's 13F filing for Q3 2026, filed 23 Oct 2026.