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 Buy
+16
New +$838 ﹤0.01% 714
2021
Q2 		$1K Buy
+16
New +$869 ﹤0.01% 886

Other funds holding JCPB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DBRC
D.B. Root & Company Pittsburgh, Pennsylvania $471M AUM 19.62% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $551M AUM 19.05% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 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 $104B AUM 28.3% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return
AFA
AllGen Financial Advisors Orlando, Florida $458M AUM 16.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Castleview Partners's JCPB Position: Q3 2022 in Review

Castleview Partners sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q3 2022, closing a stake of 86,237 shares — an estimated $4.32M sold.

Castleview Partners first reported a position in JCPB in Q2 2021 and held it in 3 quarters. The position peaked at $4.32M in Q2 2022. 71 funds tracked by Wall St. Rank hold JCPB as of Q3 2022.

  • Castleview Partners reported no remaining JPMorgan Core Plus Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Castleview Partners sold 86,237 JPMorgan Core Plus Bond ETF shares in Q3 2022, an estimated $4.32M.
  • Castleview Partners first reported a position in JPMorgan Core Plus Bond ETF in Q2 2021 and held it in 3 quarters.
  • Castleview Partners's JPMorgan Core Plus Bond ETF position peaked at $4.32M in Q2 2022.
  • 71 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2022.

Based on Castleview Partners's 13F filing for Q3 2022, filed 10 Nov 2022.