JCPB — JPMORGAN CORE PLUS BOND ETF

Ownership history in Confluence Wealth Services, Inc.  ·  2 quarters on record

This page tracks every 13F SEC filing in which Confluence Wealth Services, Inc. reported a position in JPMORGAN CORE PLUS BOND ETF (JCPB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.82% (2025 Q4)
Avg. % of fund
1.42%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,439,759 +1,438,557 +119680.3% 2.82% $68.2M $46.97
2021 Q4 INITIATED 1,202 — — 0.02% $65K $45.28
% of Fund (quarterly)    JCPB price (monthly, adj. close)

Other funds also holding JCPB

As of 2025 Q4 — sorted by position size

46 Peaks LLC 20.85% D.B. Root & Company, LLC 3Y 7Y 17.44% Grant Street Asset Management, Inc. 3Y 16.29% Wiser Wealth Management, Inc 3Y 12.52% First Pacific Financial 3Y 11.9% Forum Private Client Group LLC 3Y 10.35% Legacy Wealth Management, Inc 3Y 7Y 10.18% First Washington CORP 3Y 7Y 10.05% Joseph Group Capital Management 3Y 9.86% Summit Financial Strategies, Inc. 3Y 7Y 9.54%
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