KMG Fiduciary Partners’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

KMG Fiduciary Partners’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	–	Sell	-100,506	Closed	-$4.73M	–	237
2026 Q1	$4.73M	Buy	100,506 +3,541	+4%	+$168K	0.35%	79
2025 Q4	$4.59M	Buy	96,965 +1,155	+1%	+$55K	0.33%	75
2025 Q3	$4.56M	Buy	95,810 +2,621	+3%	+$123K	0.31%	74
2025 Q2	$4.39M	Buy	93,189 +9,167	+11%	+$426K	0.32%	70
2025 Q1	$3.95M	Buy	+84,022	New	+$3.91M	0.33%	76

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

KMG Fiduciary Partners's JCPB Position: Q2 2026 in Review

KMG Fiduciary Partners sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q2 2026, closing a stake of 100,506 shares — an estimated $4.73M sold.

KMG Fiduciary Partners first reported a position in JCPB in Q1 2025 and held it in 5 quarters. The position peaked at $4.73M in Q1 2026. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

KMG Fiduciary Partners reported no remaining JPMorgan Core Plus Bond ETF position as of Q2 2026 after selling out during the quarter.
KMG Fiduciary Partners sold 100,506 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $4.73M.
KMG Fiduciary Partners first reported a position in JPMorgan Core Plus Bond ETF in Q1 2025 and held it in 5 quarters.
KMG Fiduciary Partners's JPMorgan Core Plus Bond ETF position peaked at $4.73M in Q1 2026.
503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.