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 Q2	$138M	Buy	3,126,531 +220,479	+8%	+$10.3M	2.92%	9
2026 Q1	$128M	Buy	2,906,052 +277,744	+11%	+$13.2M	3.07%	8
2025 Q4	$116M	Buy	2,628,308 +134,590	+5%	+$6.4M	2.59%	8
2025 Q3	$110M	Buy	2,493,718 +250,055	+11%	+$11.8M	2.51%	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	2.45%	11
2024 Q4	$68.3M	Buy	1,482,502 +1,123,217	+313%	+$52.7M	1.91%	14
2024 Q3	$17.3M	Buy	+359,285	New	+$17.1M	0.5%	28

Other funds holding JCPB

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return