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

Burnham & Co’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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

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

Burnham & Co 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.

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

Burnham & Co 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 position in Q2 2026.
JPMorgan Core Plus Bond ETF made up 0.46% of Burnham & Co's portfolio in Q2 2026, its #47 holding.
500 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

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