Benjamin F. Edwards & Company’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Benjamin F. Edwards & Company’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 Q2	$1.68M	Buy	36,301 +8,206	+29%	+$377K	0.03%	411
2024 Q1	$1.31M	Buy	28,095 +7,460	+36%	+$347K	0.02%	446
2023 Q4	$972K	Buy	20,635 +628	+3%	+$28.4K	0.02%	505
2023 Q3	$894K	Buy	20,007 +9,137	+84%	+$418K	0.03%	402
2023 Q2	$506K	Buy	10,870 +8,877	+445%	+$417K	0.02%	510
2023 Q1	$94K	Hold	1,993	–	–	﹤0.01%	928
2022 Q4	$92K	Buy	+1,993	New	+$91.5K	﹤0.01%	923

Other funds holding JCPB

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

LWMT

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

GSAM

Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 1-Year Est. Return

WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Benjamin F. Edwards & Company's JCPB Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 29% in Q2 2024, buying an estimated $377K and bringing the position to 36,301 shares worth $1.68M. The position accounts for 0.03% of the portfolio, ranked #411.

Benjamin F. Edwards & Company first reported a position in JCPB in Q4 2022 and has held it in 7 quarters since. 260 funds tracked by Wall St. Rank hold JCPB as of Q2 2024.

Benjamin F. Edwards & Company held 36,301 shares of JPMorgan Core Plus Bond ETF worth $1.68M as of Q2 2024.
Benjamin F. Edwards & Company bought 8,206 JPMorgan Core Plus Bond ETF shares in Q2 2024, an estimated $377K.
JPMorgan Core Plus Bond ETF made up 0.03% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #411 holding.
Benjamin F. Edwards & Company first reported a position in JPMorgan Core Plus Bond ETF in Q4 2022 and has held it in 7 quarters since.
260 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.