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

Clearstead Trust’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
Q4 		– Sell
-2,024
Closed -$93K – 391
2022
Q3 		$93K Buy
+2,024
New +$97.1K 0.03% 185

Other funds holding JCPB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
DBRC
D.B. Root & Company Pittsburgh, Pennsylvania $471M AUM 19.62% 1-Year Est. Return
AFA
AllGen Financial Advisors Orlando, Florida $458M AUM 16.05% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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 $846M AUM 17.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Clearstead Trust's JCPB Position: Q4 2022 in Review

Clearstead Trust sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q4 2022, closing a stake of 2,024 shares — an estimated $93K sold.

Clearstead Trust first reported a position in JCPB in Q3 2022 and held it in 1 quarter. The position peaked at $93K in Q3 2022. 93 funds tracked by Wall St. Rank hold JCPB as of Q4 2022.

  • Clearstead Trust reported no remaining JPMorgan Core Plus Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Clearstead Trust sold 2,024 JPMorgan Core Plus Bond ETF shares in Q4 2022, an estimated $93K.
  • Clearstead Trust first reported a position in JPMorgan Core Plus Bond ETF in Q3 2022 and held it in 1 quarter.
  • Clearstead Trust's JPMorgan Core Plus Bond ETF position peaked at $93K in Q3 2022.
  • 93 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q4 2022.

Based on Clearstead Trust's 13F filing for Q4 2022, filed 1 Feb 2023.