Kickstand Ventures’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Kickstand Ventures’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	$21.6M	Sell	459,648 -50,586	-10%	-$2.37M	3.92%	5
2026 Q1	$24M	Buy	510,234 +14,751	+3%	+$700K	5.06%	3
2025 Q4	$23.5M	Buy	495,483 +15,758	+3%	+$750K	4.94%	3
2025 Q3	$22.8M	Buy	479,725 +28,898	+6%	+$1.36M	5.02%	3
2025 Q2	$21.2M	Buy	450,827 +33,685	+8%	+$1.56M	4.96%	3
2025 Q1	$19.6M	Buy	417,142 +31,779	+8%	+$1.48M	5.05%	3
2024 Q4	$17.8M	Buy	385,363 +42,989	+13%	+$2.02M	4.53%	4
2024 Q3	$16.5M	Buy	342,374 +4,609	+1%	+$219K	4.21%	5
2024 Q2	$15.6M	Buy	337,765 +49,340	+17%	+$2.27M	4.28%	5
2024 Q1	$13.5M	Sell	288,425 -16,214	-5%	-$754K	3.81%	6
2023 Q4	$14.3M	Buy	304,639 +18,411	+6%	+$831K	4.13%	5
2023 Q3	$12.8M	Buy	+286,228	New	+$13.1M	3.96%	6

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

Kickstand Ventures's JCPB Position: Q2 2026 in Review

Kickstand Ventures reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 9.9% in Q2 2026, selling an estimated $2.37M and leaving 459,648 shares worth $21.6M. The position accounts for 3.92% of the portfolio, ranked #5.

Kickstand Ventures first reported a position in JCPB in Q3 2023 and has held it in 12 quarters since. The position peaked at $24M in Q1 2026. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Kickstand Ventures held 459,648 shares of JPMorgan Core Plus Bond ETF worth $21.6M as of Q2 2026.
Kickstand Ventures sold 50,586 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $2.37M.
JPMorgan Core Plus Bond ETF made up 3.92% of Kickstand Ventures's portfolio in Q2 2026, its #5 holding.
Kickstand Ventures first reported a position in JPMorgan Core Plus Bond ETF in Q3 2023 and has held it in 12 quarters since.
Kickstand Ventures's JPMorgan Core Plus Bond ETF position peaked at $24M in Q1 2026.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Kickstand Ventures's 13F filing for Q2 2026, filed 30 Jul 2026.