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

WESPAC 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	$233K	Hold	4,973	–	–	0.11%	169
2026 Q1	$234K	Hold	4,973	–	–	0.13%	158
2025 Q4	$235K	Hold	4,973	–	–	0.13%	156
2025 Q3	$236K	Hold	4,973	–	–	0.14%	163
2025 Q2	$234K	Hold	4,973	–	–	0.16%	154
2025 Q1	$234K	Buy	+4,973	New	+$231K	0.19%	141

Other funds holding JCPB

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

LWMT

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WESPAC Advisors's JCPB Position: Q2 2026 in Review

WESPAC Advisors held its JPMorgan Core Plus Bond ETF (JCPB) position steady in Q2 2026 at 4,973 shares worth $233K. The position accounts for 0.11% of the portfolio, ranked #169.

WESPAC Advisors first reported a position in JCPB in Q1 2025 and has held it in 6 quarters since. The position peaked at $236K in Q3 2025. 365 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

WESPAC Advisors held 4,973 shares of JPMorgan Core Plus Bond ETF worth $233K as of Q2 2026.
WESPAC Advisors left its JPMorgan Core Plus Bond ETF share count unchanged in Q2 2026.
JPMorgan Core Plus Bond ETF made up 0.11% of WESPAC Advisors's portfolio in Q2 2026, its #169 holding.
WESPAC Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q1 2025 and has held it in 6 quarters since.
WESPAC Advisors's JPMorgan Core Plus Bond ETF position peaked at $236K in Q3 2025.
365 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on WESPAC Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.