Hazlett, Burt & Watson
JCPB icon

Hazlett, Burt & Watson’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Hazlett, Burt & Watson’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
Q3 		$1.31M Buy
29,234
+2,141
+8% +$98.6K 0.34% 78
2026
Q2 		$1.28M Buy
27,093
+2,948
+12% +$138K 0.34% 76
2026
Q1 		$1.15M Buy
24,145
+11,359
+89% +$539K 0.36% 71
2025
Q4 		$611K Buy
12,786
+6,777
+113% +$322K 0.2% 113
2025
Q3 		$287K Buy
6,009
+5,834
+3,334% +$275K 0.1% 178
2025
Q2 		$8K Buy
+175
New +$8.13K ﹤0.01% 616

Other funds holding JCPB

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Confluence Wealth Services
Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
Moss Adams Wealth Advisors
Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

Hazlett, Burt & Watson's JCPB Position: Q3 2026 in Review

Hazlett, Burt & Watson increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 7.9% in Q3 2026, buying an estimated $98.6K and bringing the position to 29,234 shares worth $1.31M. The position accounts for 0.34% of the portfolio, ranked #78.

Hazlett, Burt & Watson first reported a position in JCPB in Q2 2025 and has held it in 6 quarters since. 342 funds tracked by Wall St. Rank hold JCPB as of Q3 2026.

  • Hazlett, Burt & Watson held 29,234 shares of JPMorgan Core Plus Bond ETF worth $1.31M as of Q3 2026.
  • Hazlett, Burt & Watson bought 2,141 JPMorgan Core Plus Bond ETF shares in Q3 2026, an estimated $98.6K.
  • JPMorgan Core Plus Bond ETF made up 0.34% of Hazlett, Burt & Watson's portfolio in Q3 2026, its #78 holding.
  • Hazlett, Burt & Watson first reported a position in JPMorgan Core Plus Bond ETF in Q2 2025 and has held it in 6 quarters since.
  • 342 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2026, filed 4 Nov 2026.