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Capital Investment Counsel Inc’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Capital Investment Counsel Inc’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 		$160K Hold
3,400
– – 0.02% 210
2026
Q1 		$160K Hold
3,400
– – 0.02% 201
2025
Q4 		$161K Buy
+3,400
New +$162K 0.02% 202

Other funds holding JCPB

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Capital Investment Counsel Inc's JCPB Position: Q2 2026 in Review

Capital Investment Counsel Inc held its JPMorgan Core Plus Bond ETF (JCPB) position steady in Q2 2026 at 3,400 shares worth $160K. The position accounts for 0.02% of the portfolio, ranked #210.

Capital Investment Counsel Inc first reported a position in JCPB in Q4 2025 and has held it in 3 quarters since. The position peaked at $161K in Q4 2025. 265 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Capital Investment Counsel Inc held 3,400 shares of JPMorgan Core Plus Bond ETF worth $160K as of Q2 2026.
  • Capital Investment Counsel Inc left its JPMorgan Core Plus Bond ETF share count unchanged in Q2 2026.
  • JPMorgan Core Plus Bond ETF made up 0.02% of Capital Investment Counsel Inc's portfolio in Q2 2026, its #210 holding.
  • Capital Investment Counsel Inc first reported a position in JPMorgan Core Plus Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Capital Investment Counsel Inc's JPMorgan Core Plus Bond ETF position peaked at $161K in Q4 2025.
  • 265 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Capital Investment Counsel Inc's 13F filing for Q2 2026, filed 27 Jul 2026.