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 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

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

Hazlett, Burt & Watson's JCPB Position: Q2 2026 in Review

Hazlett, Burt & Watson increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 12% in Q2 2026, buying an estimated $138K and bringing the position to 27,093 shares worth $1.28M. The position accounts for 0.34% of the portfolio, ranked #76.

Hazlett, Burt & Watson first reported a position in JCPB in Q2 2025 and has held it in 5 quarters since. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Hazlett, Burt & Watson held 27,093 shares of JPMorgan Core Plus Bond ETF worth $1.28M as of Q2 2026.
Hazlett, Burt & Watson bought 2,948 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $138K.
JPMorgan Core Plus Bond ETF made up 0.34% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #76 holding.
Hazlett, Burt & Watson first reported a position in JPMorgan Core Plus Bond ETF in Q2 2025 and has held it in 5 quarters since.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.