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Archer Investment Corporation’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Archer Investment Corporation’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
2023
Q3 		– Sell
-21
Closed -$982 – 1030
2023
Q2 		$982 Buy
+21
New +$987 ﹤0.01% 907

Other funds holding JCPB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
DT
Daniels + Tansey Wilmington, Delaware $289M AUM 18.06% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DBRC
D.B. Root & Company Pittsburgh, Pennsylvania $419M AUM 15.03% 1-Year Est. Return
AFA
AllGen Financial Advisors Orlando, Florida $458M AUM 16.05% 1-Year Est. Return

Archer Investment Corporation's JCPB Position: Q3 2023 in Review

Archer Investment Corporation sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q3 2023, closing a stake of 21 shares — an estimated $982 sold.

Archer Investment Corporation first reported a position in JCPB in Q2 2023 and held it in 1 quarter. The position peaked at $982 in Q2 2023. 158 funds tracked by Wall St. Rank hold JCPB as of Q3 2023.

  • Archer Investment Corporation reported no remaining JPMorgan Core Plus Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Archer Investment Corporation sold 21 JPMorgan Core Plus Bond ETF shares in Q3 2023, an estimated $982.
  • Archer Investment Corporation first reported a position in JPMorgan Core Plus Bond ETF in Q2 2023 and held it in 1 quarter.
  • Archer Investment Corporation's JPMorgan Core Plus Bond ETF position peaked at $982 in Q2 2023.
  • 158 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2023.

Based on Archer Investment Corporation's 13F filing for Q3 2023, filed 8 Nov 2023.