William Mack & Associates’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

William Mack & Associates’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	$114K	Buy	+2,557	New	+$118K	0.04%	157

Other funds holding JCPB

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return

William Mack & Associates's JCPB Position: Q3 2026 in Review

William Mack & Associates opened a new position in JPMorgan Core Plus Bond ETF (JCPB) in Q3 2026: 2,557 shares worth $114K. The stake represents 0.04% of the portfolio and ranks #157 among its holdings.

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

William Mack & Associates held 2,557 shares of JPMorgan Core Plus Bond ETF worth $114K as of Q3 2026.
JPMorgan Core Plus Bond ETF was a new William Mack & Associates position in Q3 2026.
JPMorgan Core Plus Bond ETF made up 0.04% of William Mack & Associates's portfolio in Q3 2026, its #157 holding.
484 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2026.

Based on William Mack & Associates's 13F filing for Q3 2026, filed 27 Oct 2026.