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55I LLC’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

55I LLC’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
2022
Q2 		– Sell
-287,899
Closed -$14.7M – 622
2022
Q1 		$14.7M Buy
287,899
+152,287
+112% +$7.98M 0.35% 58
2021
Q4 		$7.36M Buy
135,612
+119,880
+762% +$6.52M 0.19% 84
2021
Q3 		$857K Buy
15,732
+11,098
+239% +$609K 0.03% 249
2021
Q2 		$254K Buy
+4,634
New +$252K 0.01% 348

Other funds holding JCPB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DBRC
D.B. Root & Company Pittsburgh, Pennsylvania $419M AUM 15.03% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CHA
Cooper/Haims Advisors Victor, New York $212M AUM 12.19% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return

55I LLC's JCPB Position: Q2 2022 in Review

55I LLC sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q2 2022, closing a stake of 287,899 shares — an estimated $14.7M sold.

55I LLC first reported a position in JCPB in Q2 2021 and held it in 4 quarters. The position peaked at $14.7M in Q1 2022. 62 funds tracked by Wall St. Rank hold JCPB as of Q2 2022.

  • 55I LLC reported no remaining JPMorgan Core Plus Bond ETF position as of Q2 2022 after selling out during the quarter.
  • 55I LLC sold 287,899 JPMorgan Core Plus Bond ETF shares in Q2 2022, an estimated $14.7M.
  • 55I LLC first reported a position in JPMorgan Core Plus Bond ETF in Q2 2021 and held it in 4 quarters.
  • 55I LLC's JPMorgan Core Plus Bond ETF position peaked at $14.7M in Q1 2022.
  • 62 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2022.

Based on 55I LLC's 13F filing for Q2 2022, filed 12 Aug 2022.