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Beaumont Financial Advisors’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Beaumont Financial Advisors’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
2025
Q1 		– Sell
-5,256
Closed -$242K – 377
2024
Q4 		$242K Buy
5,256
+83
+2% +$3.89K 0.02% 327
2024
Q3 		$250K Sell
5,173
-178
-3% -$8.46K 0.02% 305
2024
Q2 		$248K Sell
5,351
-107
-2% -$4.92K 0.02% 306
2024
Q1 		$255K Sell
5,458
-282
-5% -$13.1K 0.02% 307
2023
Q4 		$270K Sell
5,740
-125
-2% -$5.64K 0.02% 283
2023
Q3 		$262K Buy
5,865
+390
+7% +$17.8K 0.03% 271
2023
Q2 		$255K Sell
5,475
-5
-0.1% -$235 0.02% 290
2023
Q1 		$260K Hold
5,480
– – 0.03% 268
2022
Q4 		$252K Buy
+5,480
New +$252K 0.03% 277

Other funds holding JCPB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return