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Valeo Financial Advisors’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Valeo Financial Advisors’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 		$140M Buy
3,303,877
+177,346
+6% +$8.17M 2.95% 9
2026
Q2 		$138M Buy
3,126,531
+220,479
+8% +$10.3M 2.91% 9
2026
Q1 		$128M Buy
2,906,052
+277,744
+11% +$13.2M 3.06% 8
2025
Q4 		$116M Buy
2,628,308
+134,590
+5% +$6.4M 2.58% 8
2025
Q3 		$110M Buy
2,493,718
+250,055
+11% +$11.8M 2.5% 9
2025
Q2 		$97.5M Buy
2,243,663
+209,501
+10% +$9.73M 2.4% 10
2025
Q1 		$87.6M Buy
2,034,162
+551,660
+37% +$25.7M 2.44% 11
2024
Q4 		$68.3M Buy
1,482,502
+1,123,217
+313% +$52.7M 1.9% 14
2024
Q3 		$17.3M Buy
+359,285
New +$17.1M 0.49% 28

Other funds holding JCPB

SFS
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HG
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
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Valeo Financial Advisors's JCPB Position: Q3 2026 in Review

Valeo Financial Advisors increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 5.7% in Q3 2026, buying an estimated $8.17M and bringing the position to 3,303,877 shares worth $140M. The position accounts for 2.95% of the portfolio, ranked #9.

Valeo Financial Advisors first reported a position in JCPB in Q3 2024 and has held it in 9 quarters since. 61 funds tracked by Wall St. Rank hold JCPB as of Q3 2026.

  • Valeo Financial Advisors held 3,303,877 shares of JPMorgan Core Plus Bond ETF worth $140M as of Q3 2026.
  • Valeo Financial Advisors bought 177,346 JPMorgan Core Plus Bond ETF shares in Q3 2026, an estimated $8.17M.
  • JPMorgan Core Plus Bond ETF made up 2.95% of Valeo Financial Advisors's portfolio in Q3 2026, its #9 holding.
  • Valeo Financial Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q3 2024 and has held it in 9 quarters since.
  • 61 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.