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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

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

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Beaumont Financial Advisors's JCPB Position: Q1 2025 in Review

Beaumont Financial Advisors sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q1 2025, closing a stake of 5,256 shares — an estimated $242K sold.

Beaumont Financial Advisors first reported a position in JCPB in Q4 2022 and held it in 9 quarters. The position peaked at $270K in Q4 2023. 348 funds tracked by Wall St. Rank hold JCPB as of Q1 2025.

Beaumont Financial Advisors reported no remaining JPMorgan Core Plus Bond ETF position as of Q1 2025 after selling out during the quarter.
Beaumont Financial Advisors sold 5,256 JPMorgan Core Plus Bond ETF shares in Q1 2025, an estimated $242K.
Beaumont Financial Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q4 2022 and held it in 9 quarters.
Beaumont Financial Advisors's JPMorgan Core Plus Bond ETF position peaked at $270K in Q4 2023.
348 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2025.

Based on Beaumont Financial Advisors's 13F filing for Q1 2025, filed 12 May 2025.