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Baldwin Wealth Partners’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Baldwin Wealth Partners’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
2024
Q4 		– Sell
-1,295
Closed -$62.5K – 643
2024
Q3 		$62.5K Hold
1,295
– – ﹤0.01% 504
2024
Q2 		$60K Hold
1,295
– – ﹤0.01% 322
2024
Q1 		$60.4K Buy
1,295
+645
+99% +$30K ﹤0.01% 347
2023
Q4 		$30.6K Hold
650
– – ﹤0.01% 442
2023
Q3 		$29K Hold
650
– – ﹤0.01% 468
2023
Q2 		$30.3K Hold
650
– – ﹤0.01% 483
2023
Q1 		$30.8K Hold
650
– – ﹤0.01% 493
2022
Q4 		$29.9K Hold
650
– – ﹤0.01% 489
2022
Q3 		$30K Hold
650
– – ﹤0.01% 396
2022
Q2 		$31K Sell
650
-100
-13% -$4.88K ﹤0.01% 416
2022
Q1 		$38K Hold
750
– – ﹤0.01% 410
2021
Q4 		$41K Hold
750
– – ﹤0.01% 372
2021
Q3 		$41K Hold
750
– – ﹤0.01% 372
2021
Q2 		$41K Hold
750
– – ﹤0.01% 379
2021
Q1 		$40K Hold
750
– – ﹤0.01% 369
2020
Q4 		$42K Hold
750
– – 0.01% 339
2020
Q3 		$42K Hold
750
– – 0.01% 313
2020
Q2 		$41K Hold
750
– – 0.01% 317
2020
Q1 		$41K Hold
750
– – 0.01% 301
2019
Q4 		$39K Hold
750
– – 0.01% 349
2019
Q3 		$40K Buy
+750
New +$39.7K 0.01% 336

Other funds holding JCPB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.37B AUM 19.97% 1-Year Est. Return
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Baldwin Wealth Partners's JCPB Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q4 2024, closing a stake of 1,295 shares — an estimated $62.5K sold.

Baldwin Wealth Partners first reported a position in JCPB in Q3 2019 and held it in 21 quarters. The position peaked at $62.5K in Q3 2024. 324 funds tracked by Wall St. Rank hold JCPB as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining JPMorgan Core Plus Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 1,295 JPMorgan Core Plus Bond ETF shares in Q4 2024, an estimated $62.5K.
  • Baldwin Wealth Partners first reported a position in JPMorgan Core Plus Bond ETF in Q3 2019 and held it in 21 quarters.
  • Baldwin Wealth Partners's JPMorgan Core Plus Bond ETF position peaked at $62.5K in Q3 2024.
  • 324 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.