XY Planning Network’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

XY Planning Network’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	$1.93M	Buy	43,034 +12,798	+42%	+$589K	0.21%	98
2026 Q2	$1.42M	Buy	30,236 +6,336	+27%	+$297K	0.18%	113
2026 Q1	$1.12M	Buy	23,900 +12,259	+105%	+$582K	0.18%	122
2025 Q4	$551K	Buy	11,641 +3,230	+38%	+$154K	0.1%	165
2025 Q3	$396K	Hold	8,411	–	–	0.13%	121
2025 Q2	$396K	Buy	+8,411	New	+$391K	0.13%	121

Other funds holding JCPB

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 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

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

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return

XY Planning Network's JCPB Position: Q3 2026 in Review

XY Planning Network increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 42% in Q3 2026, buying an estimated $589K and bringing the position to 43,034 shares worth $1.93M. The position accounts for 0.21% of the portfolio, ranked #98.

XY Planning Network first reported a position in JCPB in Q2 2025 and has held it in 6 quarters since. 164 funds tracked by Wall St. Rank hold JCPB as of Q3 2026.

XY Planning Network held 43,034 shares of JPMorgan Core Plus Bond ETF worth $1.93M as of Q3 2026.
XY Planning Network bought 12,798 JPMorgan Core Plus Bond ETF shares in Q3 2026, an estimated $589K.
JPMorgan Core Plus Bond ETF made up 0.21% of XY Planning Network's portfolio in Q3 2026, its #98 holding.
XY Planning Network first reported a position in JPMorgan Core Plus Bond ETF in Q2 2025 and has held it in 6 quarters since.
164 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.