Vise Technologies’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Vise Technologies’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	$225K	Buy	+5,034	New	+$232K	﹤0.01%	1904

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

Vise Technologies's JCPB Position: Q3 2026 in Review

Vise Technologies opened a new position in JPMorgan Core Plus Bond ETF (JCPB) in Q3 2026: 5,034 shares worth $225K. The stake represents ﹤0.01% of the portfolio and ranks #1904 among its holdings.

325 funds tracked by Wall St. Rank hold JCPB as of Q3 2026.

Vise Technologies held 5,034 shares of JPMorgan Core Plus Bond ETF worth $225K as of Q3 2026.
JPMorgan Core Plus Bond ETF was a new Vise Technologies position in Q3 2026.
JPMorgan Core Plus Bond ETF made up ﹤0.01% of Vise Technologies's portfolio in Q3 2026, its #1904 holding.
325 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2026.

Based on Vise Technologies's 13F filing for Q3 2026, filed 29 Oct 2026.