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Cranbrook Wealth Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Cranbrook Wealth Management’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 		– Sell
-1
Closed -$48 – 304
2023
Q4 		$48 Buy
+1
New +$45 ﹤0.01% 306

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

Cranbrook Wealth Management's JCPB Position: Q1 2024 in Review

Cranbrook Wealth Management sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q1 2024, closing a stake of 1 share — an estimated $48 sold.

Cranbrook Wealth Management first reported a position in JCPB in Q4 2023 and held it in 1 quarter. The position peaked at $48 in Q4 2023. 235 funds tracked by Wall St. Rank hold JCPB as of Q1 2024.

  • Cranbrook Wealth Management reported no remaining JPMorgan Core Plus Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Cranbrook Wealth Management sold 1 JPMorgan Core Plus Bond ETF share in Q1 2024, an estimated $48.
  • Cranbrook Wealth Management first reported a position in JPMorgan Core Plus Bond ETF in Q4 2023 and held it in 1 quarter.
  • Cranbrook Wealth Management's JPMorgan Core Plus Bond ETF position peaked at $48 in Q4 2023.
  • 235 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2024.

Based on Cranbrook Wealth Management's 13F filing for Q1 2024, filed 17 Apr 2024.