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 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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 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

Kuhn & Co Investment Counsel's JCPB Position: Q1 2026 in Review

Kuhn & Co Investment Counsel increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 6.2% in Q1 2026, buying an estimated $56.9K and bringing the position to 20,616 shares worth $971K. The position accounts for 0.63% of the portfolio, ranked #49.

Kuhn & Co Investment Counsel first reported a position in JCPB in Q4 2023 and has held it in 10 quarters since. The position peaked at $973K in Q2 2024. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

Kuhn & Co Investment Counsel held 20,616 shares of JPMorgan Core Plus Bond ETF worth $971K as of Q1 2026.
Kuhn & Co Investment Counsel bought 1,200 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $56.9K.
JPMorgan Core Plus Bond ETF made up 0.63% of Kuhn & Co Investment Counsel's portfolio in Q1 2026, its #49 holding.
Kuhn & Co Investment Counsel first reported a position in JPMorgan Core Plus Bond ETF in Q4 2023 and has held it in 10 quarters since.
Kuhn & Co Investment Counsel's JPMorgan Core Plus Bond ETF position peaked at $973K in Q2 2024.
478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q1 2026, filed 12 May 2026.