KOMWMG
JCPB icon

Kerntke Otto McGlone Wealth Management Group’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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 		$6.78M Buy
144,430
+47,247
+49% +$2.22M 4.1% 5
2026
Q1 		$4.58M Buy
97,183
+24,839
+34% +$1.18M 3.12% 7
2025
Q4 		$3.43M Buy
+72,344
New +$3.44M 2.42% 9

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

Kerntke Otto McGlone Wealth Management Group's JCPB Position: Q2 2026 in Review

Kerntke Otto McGlone Wealth Management Group increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 49% in Q2 2026, buying an estimated $2.22M and bringing the position to 144,430 shares worth $6.78M. The position accounts for 4.1% of the portfolio, ranked #5.

Kerntke Otto McGlone Wealth Management Group first reported a position in JCPB in Q4 2025 and has held it in 3 quarters since. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Kerntke Otto McGlone Wealth Management Group held 144,430 shares of JPMorgan Core Plus Bond ETF worth $6.78M as of Q2 2026.
  • Kerntke Otto McGlone Wealth Management Group bought 47,247 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $2.22M.
  • JPMorgan Core Plus Bond ETF made up 4.1% of Kerntke Otto McGlone Wealth Management Group's portfolio in Q2 2026, its #5 holding.
  • Kerntke Otto McGlone Wealth Management Group first reported a position in JPMorgan Core Plus Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q2 2026, filed 23 Jul 2026.