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

Drive 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
2023
Q3 		– Sell
-4,492
Closed -$209K – 291
2023
Q2 		$209K Sell
4,492
-376
-8% -$17.7K 0.08% 243
2023
Q1 		$231K Sell
4,868
-311
-6% -$14.6K 0.1% 224
2022
Q4 		$238K Buy
+5,179
New +$238K 0.12% 190

Other funds holding JCPB

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
DT
Daniels + Tansey Wilmington, Delaware $289M AUM 18.06% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Drive Wealth Management's JCPB Position: Q3 2023 in Review

Drive Wealth Management sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q3 2023, closing a stake of 4,492 shares — an estimated $209K sold.

Drive Wealth Management first reported a position in JCPB in Q4 2022 and held it in 3 quarters. The position peaked at $238K in Q4 2022. 158 funds tracked by Wall St. Rank hold JCPB as of Q3 2023.

  • Drive Wealth Management reported no remaining JPMorgan Core Plus Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Drive Wealth Management sold 4,492 JPMorgan Core Plus Bond ETF shares in Q3 2023, an estimated $209K.
  • Drive Wealth Management first reported a position in JPMorgan Core Plus Bond ETF in Q4 2022 and held it in 3 quarters.
  • Drive Wealth Management's JPMorgan Core Plus Bond ETF position peaked at $238K in Q4 2022.
  • 158 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2023.

Based on Drive Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.