Wayfinding Financial, LLC JCPB — JPM CORE PLUS BND

Ownership history in Wayfinding Financial, LLC  ·  12 quarters on record

AI Ownership Summary

Wayfinding Financial, LLC reported JPM CORE PLUS BND (JCPB) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.62% in 2024 Q3. The latest visible filing shows JCPB at 0.61% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JCPB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wayfinding Financial, LLC's position in JPM CORE PLUS BND, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

JCPB was reported at 0.61% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.62% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JCPB stock page Wayfinding Financial, LLC fund profile Wayfinding Financial, LLC full holdings
How Wayfinding Financial, LLC held JCPB — position size vs. price
% of Fund (quarterly)    JCPB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 30,192 +468 +1.6% 0.61% $1.4M 2026-02-14 (Est.) $47.33
2025 Q3 ADDED — — — 29,724 +1,760 +6.3% 0.61% $1.4M 2025-11-14 $46.26
2025 Q2 ADDED — — — 27,964 +1,822 +7.0% 0.59% $1.3M 2025-08-12 $45.27
2025 Q1 ADDED — — — 26,142 +6,428 +32.6% 0.54% $1.2M 2025-04-29 $44.57
2024 Q4 ADDED — — — 19,714 +2,420 +14.0% 0.49% $912K 2025-02-11 $43.54
2024 Q3 ADDED — — — 17,294 +103 +0.6% 0.62% $834K 2024-11-04 $43.33
2024 Q2 ADDED — — — 17,191 +84 +0.5% 0.45% $796K 2024-08-09 $43.42
2024 Q1 REDUCED 10.7% +0.1% ❌ 17,107 -2,042 -10.7% 0.46% $783K 2024-05-09 $41.56
2023 Q4 ADDED — — — 19,149 +3,519 +22.5% 0.62% $905K 2024-01-10 $41.60
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding JCPB

As of 2026 Q1 — sorted by position size

46 Peaks LLC 20.94% Grant Street Asset Management, Inc. 3Y 15.96% Alpine Bank Wealth Management 13.17% Wiser Wealth Management, Inc 3Y 13.05% CORE WEALTH ADVISORS, LLC 12.37% First Pacific Financial 3Y 12.16% Hughes Financial Services, LLC 10.9% Legacy Wealth Management, LLC 3Y 7Y 10.62% Summit Financial Strategies, Inc. 3Y 7Y 9.79% FMA Wealth Management, LLC 9.76%

FAQ About Wayfinding Financial, LLC and JCPB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Wayfinding Financial, LLC reported owning JCPB?

Wayfinding Financial, LLC reported JCPB across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported JCPB position in Wayfinding Financial, LLC's portfolio?

The largest reported portfolio weight for JCPB was 0.62% in 2024 Q3.

What is the latest reported JCPB position on this page?

The most recent filing on this page is 2025 Q4, when Wayfinding Financial, LLC reported 30,192 shares, equal to 0.61% of portfolio, with an estimated market value of $1.4M.

What does the chart on this JCPB ownership page compare?

The chart compares Wayfinding Financial, LLC's quarterly JCPB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Wayfinding Financial, LLC time their JCPB position?

Based on 13F filing dates vs. subsequent JCPB price moves, Wayfinding Financial, LLC correctly timed 6 out of 11 reported position changes (55%). The annualised alpha on JCPB relative to SPY over the holding period was -13.2%.

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