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Wealth Alliance Advisory Group’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Wealth Alliance Advisory Group’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
Q1 		– Sell
-7,709
Closed -$365K – 201
2025
Q4 		$365K Buy
+7,709
New +$367K 0.06% 140

Other funds holding JCPB

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Wealth Alliance Advisory Group's JCPB Position: Q1 2026 in Review

Wealth Alliance Advisory Group sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q1 2026, closing a stake of 7,709 shares — an estimated $365K sold.

Wealth Alliance Advisory Group first reported a position in JCPB in Q4 2025 and held it in 1 quarter. The position peaked at $365K in Q4 2025. 483 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

  • Wealth Alliance Advisory Group reported no remaining JPMorgan Core Plus Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Wealth Alliance Advisory Group sold 7,709 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $365K.
  • Wealth Alliance Advisory Group first reported a position in JPMorgan Core Plus Bond ETF in Q4 2025 and held it in 1 quarter.
  • Wealth Alliance Advisory Group's JPMorgan Core Plus Bond ETF position peaked at $365K in Q4 2025.
  • 483 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q1 2026, filed 9 Apr 2026.