JJBC
JCPB icon

James J. Burns & Company’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

James J. Burns & Company’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 		$4.83M Buy
102,838
+6,018
+6% +$282K 0.52% 32
2026
Q1 		$4.56M Buy
96,820
+6,181
+7% +$293K 0.62% 31
2025
Q4 		$4.29M Buy
90,639
+9,700
+12% +$461K 0.59% 35
2025
Q3 		$3.85M Buy
80,939
+9,297
+13% +$438K 0.57% 34
2025
Q2 		$3.37M Buy
71,642
+12,848
+22% +$597K 0.55% 35
2025
Q1 		$2.77M Buy
58,794
+6,426
+12% +$299K 0.5% 39
2024
Q4 		$2.41M Buy
52,368
+11,668
+29% +$547K 0.42% 42
2024
Q3 		$1.96M Buy
40,700
+7,194
+21% +$342K 0.36% 44
2024
Q2 		$1.55M Buy
33,506
+15,100
+82% +$694K 0.31% 48
2024
Q1 		$848K Sell
18,406
-6,722
-27% -$313K 0.3% 43
2023
Q4 		$1.18M Buy
25,128
+141
+0.6% +$6.37K 0.28% 49
2023
Q3 		$1.12M Sell
24,987
-954
-4% -$43.7K 0.3% 47
2023
Q2 		$1.21M Sell
25,941
-3,997
-13% -$188K 0.31% 51
2023
Q1 		$1.42M Buy
29,938
+9,477
+46% +$445K 0.37% 49
2022
Q4 		$940K Sell
20,461
-1,993
-9% -$91.5K 0.38% 49
2022
Q3 		$1.03M Buy
+22,454
New +$1.08M 0.46% 46

Other funds holding JCPB

Betterment LLC
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Bank of America
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

James J. Burns & Company's JCPB Position: Q2 2026 in Review

James J. Burns & Company increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 6.2% in Q2 2026, buying an estimated $282K and bringing the position to 102,838 shares worth $4.83M. The position accounts for 0.52% of the portfolio, ranked #32.

James J. Burns & Company first reported a position in JCPB in Q3 2022 and has held it in 16 quarters since. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • James J. Burns & Company held 102,838 shares of JPMorgan Core Plus Bond ETF worth $4.83M as of Q2 2026.
  • James J. Burns & Company bought 6,018 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $282K.
  • JPMorgan Core Plus Bond ETF made up 0.52% of James J. Burns & Company's portfolio in Q2 2026, its #32 holding.
  • James J. Burns & Company first reported a position in JPMorgan Core Plus Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • 503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on James J. Burns & Company's 13F filing for Q2 2026, filed 6 Aug 2026.