Cannon Wealth Management Services’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Cannon Wealth Management Services’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	$11.3M	Buy	240,208 +19,850	+9%	+$931K	6.17%	2
2026 Q1	$10.4M	Buy	220,358 +15,109	+7%	+$717K	7.02%	2
2025 Q4	$9.72M	Buy	205,249 +17,965	+10%	+$855K	6.86%	2
2025 Q3	$8.91M	Buy	187,284 +16,049	+9%	+$755K	6.74%	3
2025 Q2	$8.06M	Buy	171,235 +5,858	+4%	+$272K	6.59%	3
2025 Q1	$7.69M	Buy	165,377 +4,713	+3%	+$219K	6.87%	2
2024 Q4	$7.43M	Buy	160,664 +34,090	+27%	+$1.6M	6.4%	2
2024 Q3	$6.11M	Buy	+126,574	New	+$6.01M	5.59%	3

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

Cannon Wealth Management Services's JCPB Position: Q2 2026 in Review

Cannon Wealth Management Services increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 9% in Q2 2026, buying an estimated $931K and bringing the position to 240,208 shares worth $11.3M. The position accounts for 6.17% of the portfolio, ranked #2.

Cannon Wealth Management Services first reported a position in JCPB in Q3 2024 and has held it in 8 quarters since. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Cannon Wealth Management Services held 240,208 shares of JPMorgan Core Plus Bond ETF worth $11.3M as of Q2 2026.
Cannon Wealth Management Services bought 19,850 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $931K.
JPMorgan Core Plus Bond ETF made up 6.17% of Cannon Wealth Management Services's portfolio in Q2 2026, its #2 holding.
Cannon Wealth Management Services first reported a position in JPMorgan Core Plus Bond ETF in Q3 2024 and has held it in 8 quarters since.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Cannon Wealth Management Services's 13F filing for Q2 2026, filed 11 Aug 2026.