Whitegate Investment Counselors’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Whitegate Investment Counselors’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	$9.37M	Buy	199,581 +40,578	+26%	+$1.9M	2.67%	11
2026 Q1	$7.49M	Buy	159,003 +10,609	+7%	+$503K	2.38%	16
2025 Q4	$7.03M	Buy	148,394 +107,820	+266%	+$5.13M	2.2%	16
2025 Q3	$1.93M	Buy	40,574 +11,138	+38%	+$524K	0.64%	30
2025 Q2	$1.39M	Buy	29,436 +6,338	+27%	+$294K	0.47%	33
2025 Q1	$1.09M	Buy	+23,098	New	+$1.07M	0.39%	37

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

Whitegate Investment Counselors's JCPB Position: Q2 2026 in Review

Whitegate Investment Counselors increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 26% in Q2 2026, buying an estimated $1.9M and bringing the position to 199,581 shares worth $9.37M. The position accounts for 2.67% of the portfolio, ranked #11.

Whitegate Investment Counselors first reported a position in JCPB in Q1 2025 and has held it in 6 quarters since. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Whitegate Investment Counselors held 199,581 shares of JPMorgan Core Plus Bond ETF worth $9.37M as of Q2 2026.
Whitegate Investment Counselors bought 40,578 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $1.9M.
JPMorgan Core Plus Bond ETF made up 2.67% of Whitegate Investment Counselors's portfolio in Q2 2026, its #11 holding.
Whitegate Investment Counselors first reported a position in JPMorgan Core Plus Bond ETF in Q1 2025 and has held it in 6 quarters since.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Whitegate Investment Counselors's 13F filing for Q2 2026, filed 10 Aug 2026.