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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
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

HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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 $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Cannon Wealth Management Services's JCPB Position: Q1 2026 in Review

Cannon Wealth Management Services increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 7.4% in Q1 2026, buying an estimated $717K and bringing the position to 220,358 shares worth $10.4M. The position accounts for 7.02% of the portfolio, ranked #2.

Cannon Wealth Management Services first reported a position in JCPB in Q3 2024 and has held it in 7 quarters since. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

  • Cannon Wealth Management Services held 220,358 shares of JPMorgan Core Plus Bond ETF worth $10.4M as of Q1 2026.
  • Cannon Wealth Management Services bought 15,109 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $717K.
  • JPMorgan Core Plus Bond ETF made up 7.02% of Cannon Wealth Management Services's portfolio in Q1 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 7 quarters since.
  • 478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Cannon Wealth Management Services's 13F filing for Q1 2026, filed 5 May 2026.