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

Dover 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 		– Sell
-7,000
Closed -$338K – 135
2024
Q3 		$338K Buy
+7,000
New +$333K 0.19% 107

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

Dover Advisors's JCPB Position: Q4 2024 in Review

Dover Advisors sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q4 2024, closing a stake of 7,000 shares — an estimated $338K sold.

Dover Advisors first reported a position in JCPB in Q3 2024 and held it in 1 quarter. The position peaked at $338K in Q3 2024. 324 funds tracked by Wall St. Rank hold JCPB as of Q4 2024.

  • Dover Advisors reported no remaining JPMorgan Core Plus Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Dover Advisors sold 7,000 JPMorgan Core Plus Bond ETF shares in Q4 2024, an estimated $338K.
  • Dover Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q3 2024 and held it in 1 quarter.
  • Dover Advisors's JPMorgan Core Plus Bond ETF position peaked at $338K in Q3 2024.
  • 324 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q4 2024.

Based on Dover Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.