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

Clearstead 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
Q3 		– Sell
-291
Closed -$13.5K – 2076
2024
Q2 		$13.5K Buy
+291
New +$13.4K ﹤0.01% 1478

Other funds holding JCPB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.81T AUM 41.13% 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 $51.6B AUM 27.34% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Clearstead Advisors's JCPB Position: Q3 2024 in Review

Clearstead Advisors sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q3 2024, closing a stake of 291 shares — an estimated $13.5K sold.

Clearstead Advisors first reported a position in JCPB in Q2 2024 and held it in 1 quarter. The position peaked at $13.5K in Q2 2024. 292 funds tracked by Wall St. Rank hold JCPB as of Q3 2024.

  • Clearstead Advisors reported no remaining JPMorgan Core Plus Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Clearstead Advisors sold 291 JPMorgan Core Plus Bond ETF shares in Q3 2024, an estimated $13.5K.
  • Clearstead Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q2 2024 and held it in 1 quarter.
  • Clearstead Advisors's JPMorgan Core Plus Bond ETF position peaked at $13.5K in Q2 2024.
  • 292 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2024.

Based on Clearstead Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.