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Carl Stuart Investment Advisor’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Carl Stuart Investment Advisor’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
Q1 		– Sell
-17,736
Closed -$835K – 22
2023
Q4 		$835K Buy
+17,736
New +$801K 0.56% 14

Other funds holding JCPB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 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 $519M AUM 11.48% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return
AFA
AllGen Financial Advisors Orlando, Florida $458M AUM 16.05% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Carl Stuart Investment Advisor's JCPB Position: Q1 2024 in Review

Carl Stuart Investment Advisor sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q1 2024, closing a stake of 17,736 shares — an estimated $835K sold.

Carl Stuart Investment Advisor first reported a position in JCPB in Q4 2023 and held it in 1 quarter. The position peaked at $835K in Q4 2023. 235 funds tracked by Wall St. Rank hold JCPB as of Q1 2024.

  • Carl Stuart Investment Advisor reported no remaining JPMorgan Core Plus Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Carl Stuart Investment Advisor sold 17,736 JPMorgan Core Plus Bond ETF shares in Q1 2024, an estimated $835K.
  • Carl Stuart Investment Advisor first reported a position in JPMorgan Core Plus Bond ETF in Q4 2023 and held it in 1 quarter.
  • Carl Stuart Investment Advisor's JPMorgan Core Plus Bond ETF position peaked at $835K in Q4 2023.
  • 235 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2024.

Based on Carl Stuart Investment Advisor's 13F filing for Q1 2024, filed 24 Apr 2024.