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
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

HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's JCPB Position: Q1 2026 in Review

Kerntke Otto McGlone Wealth Management Group increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 34% in Q1 2026, buying an estimated $1.18M and bringing the position to 97,183 shares worth $4.58M. The position accounts for 3.12% of the portfolio, ranked #7.

Kerntke Otto McGlone Wealth Management Group first reported a position in JCPB in Q4 2025 and has held it in 2 quarters since. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

  • Kerntke Otto McGlone Wealth Management Group held 97,183 shares of JPMorgan Core Plus Bond ETF worth $4.58M as of Q1 2026.
  • Kerntke Otto McGlone Wealth Management Group bought 24,839 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $1.18M.
  • JPMorgan Core Plus Bond ETF made up 3.12% of Kerntke Otto McGlone Wealth Management Group's portfolio in Q1 2026, its #7 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 2 quarters since.
  • 478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.