Kuhn & Co Investment Counsel’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Kuhn & Co Investment Counsel’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	$1.01M	Buy	21,623 +1,007	+5%	+$47.2K	0.59%	46
2026 Q1	$971K	Buy	20,616 +1,200	+6%	+$56.9K	0.63%	49
2025 Q4	$919K	Buy	19,416 +86	+0.4%	+$4.09K	0.61%	48
2025 Q3	$919K	Buy	19,330 +1,560	+9%	+$73.4K	0.73%	43
2025 Q2	$836K	Hold	17,770	–	–	0.63%	50
2025 Q1	$836K	Buy	17,770 +12	+0.1%	+$558	0.7%	45
2024 Q4	$818K	Hold	17,758	–	–	0.7%	45
2024 Q3	$857K	Sell	17,758 -3,252	-15%	-$154K	0.73%	44
2024 Q2	$973K	Buy	21,010 +1,980	+10%	+$91K	0.87%	35
2024 Q1	$888K	Buy	19,030 +5,913	+45%	+$275K	0.83%	40
2023 Q4	$618K	Buy	+13,117	New	+$592K	0.63%	51

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

Kuhn & Co Investment Counsel's JCPB Position: Q2 2026 in Review

Kuhn & Co Investment Counsel increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 4.9% in Q2 2026, buying an estimated $47.2K and bringing the position to 21,623 shares worth $1.01M. The position accounts for 0.59% of the portfolio, ranked #46.

Kuhn & Co Investment Counsel first reported a position in JCPB in Q4 2023 and has held it in 11 quarters since. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Kuhn & Co Investment Counsel held 21,623 shares of JPMorgan Core Plus Bond ETF worth $1.01M as of Q2 2026.
Kuhn & Co Investment Counsel bought 1,007 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $47.2K.
JPMorgan Core Plus Bond ETF made up 0.59% of Kuhn & Co Investment Counsel's portfolio in Q2 2026, its #46 holding.
Kuhn & Co Investment Counsel first reported a position in JPMorgan Core Plus Bond ETF in Q4 2023 and has held it in 11 quarters since.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q2 2026, filed 31 Jul 2026.