Beacon Capital Management Inc (Ohio)’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Beacon Capital Management Inc (Ohio)’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 Q1	–	Sell	-72	Closed	-$3.28K	–	109
2022 Q4	$3.28K	Buy	+72	New	+$3.31K	﹤0.01%	63

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DBRC

D.B. Root & Company Pittsburgh, Pennsylvania $471M AUM 19.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

AFA

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Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

FPIS

Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s JCPB Position: Q1 2023 in Review

Beacon Capital Management Inc (Ohio) sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q1 2023, closing a stake of 72 shares — an estimated $3.28K sold.

Beacon Capital Management Inc (Ohio) first reported a position in JCPB in Q4 2022 and held it in 1 quarter. The position peaked at $3.28K in Q4 2022. 112 funds tracked by Wall St. Rank hold JCPB as of Q1 2023.

Beacon Capital Management Inc (Ohio) reported no remaining JPMorgan Core Plus Bond ETF position as of Q1 2023 after selling out during the quarter.
Beacon Capital Management Inc (Ohio) sold 72 JPMorgan Core Plus Bond ETF shares in Q1 2023, an estimated $3.28K.
Beacon Capital Management Inc (Ohio) first reported a position in JPMorgan Core Plus Bond ETF in Q4 2022 and held it in 1 quarter.
Beacon Capital Management Inc (Ohio)'s JPMorgan Core Plus Bond ETF position peaked at $3.28K in Q4 2022.
112 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2023.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q1 2023, filed 24 Apr 2023.