Adamsbrown Wealth Consultants’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Adamsbrown Wealth Consultants’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	-6,895	Closed	-$352K	–	90
2022 Q1	$352K	Buy	6,895 +3	+0%	+$157	0.28%	63
2021 Q4	$374K	Buy	+6,892	New	+$375K	0.34%	47

Other funds holding JCPB

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

D.B. Root & Company Pittsburgh, Pennsylvania $419M AUM 15.03% 1-Year Est. Return

Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

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

Cooper/Haims Advisors Victor, New York $212M AUM 12.19% 1-Year Est. Return

Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return