CP
JCPB icon

Castleview Partners’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Castleview Partners’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
2022
Q3 		– Sell
-86,237
Closed -$4.32M – 684
2022
Q2 		$4.32M Buy
86,237
+86,221
+538,881% +$4.21M 3.44% 4
2022
Q1 		$0 Sell
16
-852
-98% -$44.6K ﹤0.01% 864
2021
Q4 		$16 Buy
+868
New +$47.2K ﹤0.01% 942
2021
Q2 		$1K Buy
+16
New +$869 ﹤0.01% 886

Other funds holding JCPB

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
DBRC
D.B. Root & Company Pittsburgh, Pennsylvania $419M AUM 15.03% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 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
GC
Gratus Capital Atlanta, Georgia $2.48B AUM 32.89% 1-Year Est. Return
AFA
AllGen Financial Advisors Orlando, Florida $422M AUM 16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return