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ETFidea’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

ETFidea’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
Q3 		$957K Buy
+19,840
New +$942K 0.3% 52

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 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
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

ETFidea's JCPB Position: Q3 2024 in Review

ETFidea opened a new position in JPMorgan Core Plus Bond ETF (JCPB) in Q3 2024: 19,840 shares worth $957K. The stake represents 0.3% of the portfolio and ranks #52 among its holdings.

292 funds tracked by Wall St. Rank hold JCPB as of Q3 2024.

  • ETFidea held 19,840 shares of JPMorgan Core Plus Bond ETF worth $957K as of Q3 2024.
  • JPMorgan Core Plus Bond ETF was a new ETFidea position in Q3 2024.
  • JPMorgan Core Plus Bond ETF made up 0.3% of ETFidea's portfolio in Q3 2024, its #52 holding.
  • 292 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2024.

Based on ETFidea's 13F filing for Q3 2024, filed 8 Nov 2024.