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Burnham & Co LLC’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Burnham & Co LLC’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 		$572K Buy
+12,177
New +$571K 0.46% 47

Other funds holding JCPB

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Burnham & Co LLC's JCPB Position: Q2 2026 in Review

Burnham & Co LLC opened a new position in JPMorgan Core Plus Bond ETF (JCPB) in Q2 2026: 12,177 shares worth $572K. The stake represents 0.46% of the portfolio and ranks #47 among its holdings.

445 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Burnham & Co LLC held 12,177 shares of JPMorgan Core Plus Bond ETF worth $572K as of Q2 2026.
  • JPMorgan Core Plus Bond ETF was a new Burnham & Co LLC position in Q2 2026.
  • JPMorgan Core Plus Bond ETF made up 0.46% of Burnham & Co LLC's portfolio in Q2 2026, its #47 holding.
  • 445 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Burnham & Co LLC's 13F filing for Q2 2026, filed 11 Aug 2026.