BWM
JCPB icon

BlackDiamond Wealth Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

BlackDiamond Wealth Management’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
Q3 		– Sell
-4,894
Closed -$231K – 169
2024
Q2 		$231K Buy
+4,894
New +$225K 0.15% 129
2022
Q4 		– Sell
-7,941
Closed -$357K – 117
2022
Q3 		$357K Buy
7,941
+668
+9% +$32K 0.43% 61
2022
Q2 		$350K Buy
+7,273
New +$355K 0.44% 68

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 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
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

BlackDiamond Wealth Management's JCPB Position: Q3 2024 in Review

BlackDiamond Wealth Management sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q3 2024, closing a stake of 4,894 shares — an estimated $231K sold.

BlackDiamond Wealth Management first reported a position in JCPB in Q2 2022 and held it in 3 quarters. The position peaked at $357K in Q3 2022. 292 funds tracked by Wall St. Rank hold JCPB as of Q3 2024.

  • BlackDiamond Wealth Management reported no remaining JPMorgan Core Plus Bond ETF position as of Q3 2024 after selling out during the quarter.
  • BlackDiamond Wealth Management sold 4,894 JPMorgan Core Plus Bond ETF shares in Q3 2024, an estimated $231K.
  • BlackDiamond Wealth Management first reported a position in JPMorgan Core Plus Bond ETF in Q2 2022 and held it in 3 quarters.
  • BlackDiamond Wealth Management's JPMorgan Core Plus Bond ETF position peaked at $357K in Q3 2022.
  • 292 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2024.

Based on BlackDiamond Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.