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

Criterion Capital 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
Q4 		$53.8K Hold
1,162
– – 0.03% 132
2024
Q3 		$53.8K Hold
1,162
– – 0.03% 132
2024
Q2 		$53.8K Hold
1,162
– – 0.03% 132
2024
Q1 		$54.2K Sell
1,162
-3,096
-73% -$144K 0.04% 130
2023
Q4 		$200K Buy
+4,258
New +$192K 0.15% 76

Other funds holding JCPB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.37B AUM 19.97% 1-Year Est. Return
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Criterion Capital Advisors's JCPB Position: Q4 2024 in Review

Criterion Capital Advisors held its JPMorgan Core Plus Bond ETF (JCPB) position steady in Q4 2024 at 1,162 shares worth $53.8K. The position accounts for 0.03% of the portfolio, ranked #132.

Criterion Capital Advisors first reported a position in JCPB in Q4 2023 and has held it in 5 quarters since. The position peaked at $200K in Q4 2023. 324 funds tracked by Wall St. Rank hold JCPB as of Q4 2024.

  • Criterion Capital Advisors held 1,162 shares of JPMorgan Core Plus Bond ETF worth $53.8K as of Q4 2024.
  • Criterion Capital Advisors left its JPMorgan Core Plus Bond ETF share count unchanged in Q4 2024.
  • JPMorgan Core Plus Bond ETF made up 0.03% of Criterion Capital Advisors's portfolio in Q4 2024, its #132 holding.
  • Criterion Capital Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q4 2023 and has held it in 5 quarters since.
  • Criterion Capital Advisors's JPMorgan Core Plus Bond ETF position peaked at $200K in Q4 2023.
  • 324 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.