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Concourse Financial Group Securities’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-644
Closed -$29.8K – 1111
2024
Q4 		$29.8K Buy
644
+23
+4% +$1.08K ﹤0.01% 1411
2024
Q3 		$30K Buy
+621
New +$29.5K ﹤0.01% 1388

Other funds holding JCPB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Concourse Financial Group Securities's JCPB Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q1 2025, closing a stake of 644 shares — an estimated $29.8K sold.

Concourse Financial Group Securities first reported a position in JCPB in Q3 2024 and held it in 2 quarters. The position peaked at $30K in Q3 2024. 347 funds tracked by Wall St. Rank hold JCPB as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining JPMorgan Core Plus Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 644 JPMorgan Core Plus Bond ETF shares in Q1 2025, an estimated $29.8K.
  • Concourse Financial Group Securities first reported a position in JPMorgan Core Plus Bond ETF in Q3 2024 and held it in 2 quarters.
  • Concourse Financial Group Securities's JPMorgan Core Plus Bond ETF position peaked at $30K in Q3 2024.
  • 347 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.