Kohmann Bosshard Financial Services’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Kohmann Bosshard Financial Services’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	–	Sell	-42	Closed	-$1.99K	–	413
2025 Q4	$1.99K	Buy	+42	New	+$2K	﹤0.01%	972

Other funds holding JCPB

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

Betterment LLC New York $59.1B AUM 18.41% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Kohmann Bosshard Financial Services's JCPB Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q1 2026, closing a stake of 42 shares — an estimated $1.99K sold.

Kohmann Bosshard Financial Services first reported a position in JCPB in Q4 2025 and held it in 1 quarter. The position peaked at $1.99K in Q4 2025. 483 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

Kohmann Bosshard Financial Services reported no remaining JPMorgan Core Plus Bond ETF position as of Q1 2026 after selling out during the quarter.
Kohmann Bosshard Financial Services sold 42 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $1.99K.
Kohmann Bosshard Financial Services first reported a position in JPMorgan Core Plus Bond ETF in Q4 2025 and held it in 1 quarter.
Kohmann Bosshard Financial Services's JPMorgan Core Plus Bond ETF position peaked at $1.99K in Q4 2025.
483 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.