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Cetera Advisors’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Cetera Advisors’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 		$10.6M Buy
226,199
+105,352
+87% +$4.9M 0.08% 232
2023
Q4 		$5.69M Buy
120,847
+24,186
+25% +$1.09M 0.08% 240
2023
Q3 		$4.32M Buy
96,661
+36,284
+60% +$1.66M 0.07% 283
2023
Q2 		$2.81M Buy
60,377
+15,385
+34% +$723K 0.04% 372
2023
Q1 		$2.13M Buy
44,992
+38,916
+640% +$1.83M 0.04% 425
2022
Q4 		$279K Buy
+6,076
New +$279K 0.01% 1274

Other funds holding JCPB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $610M AUM 13.46% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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 $8.93B AUM 25.13% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cetera Advisors's JCPB Position: Q1 2024 in Review

Cetera Advisors increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 87% in Q1 2024, buying an estimated $4.9M and bringing the position to 226,199 shares worth $10.6M. The position accounts for 0.08% of the portfolio, ranked #232.

Cetera Advisors first reported a position in JCPB in Q4 2022 and has held it in 6 quarters since. 235 funds tracked by Wall St. Rank hold JCPB as of Q1 2024.

  • Cetera Advisors held 226,199 shares of JPMorgan Core Plus Bond ETF worth $10.6M as of Q1 2024.
  • Cetera Advisors bought 105,352 JPMorgan Core Plus Bond ETF shares in Q1 2024, an estimated $4.9M.
  • JPMorgan Core Plus Bond ETF made up 0.08% of Cetera Advisors's portfolio in Q1 2024, its #232 holding.
  • Cetera Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q4 2022 and has held it in 6 quarters since.
  • 235 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.