FAM
JCPB icon

Family Asset Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Family Asset 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
Q3 		$6.37K Buy
132
+25
+23% +$1.19K ﹤0.01% 185
2024
Q2 		$4.96K Hold
107
– – ﹤0.01% 189
2024
Q1 		$4.99K Sell
107
-55
-34% -$2.56K ﹤0.01% 168
2023
Q4 		$7.63K Sell
162
-200
-55% -$9.03K 0.01% 162
2023
Q3 		$16.2K Sell
362
-115
-24% -$5.26K 0.01% 148
2023
Q2 		$22.2K Sell
477
-428
-47% -$20.1K 0.02% 157
2023
Q1 		$42.9K Buy
905
+108
+14% +$5.07K 0.03% 135
2022
Q4 		$36.6K Buy
+797
New +$36.6K 0.03% 122

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

Family Asset Management's JCPB Position: Q3 2024 in Review

Family Asset Management increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 23% in Q3 2024, buying an estimated $1.19K and bringing the position to 132 shares worth $6.37K. The position accounts for ﹤0.01% of the portfolio, ranked #185.

Family Asset Management first reported a position in JCPB in Q4 2022 and has held it in 8 quarters since. The position peaked at $42.9K in Q1 2023. 292 funds tracked by Wall St. Rank hold JCPB as of Q3 2024.

  • Family Asset Management held 132 shares of JPMorgan Core Plus Bond ETF worth $6.37K as of Q3 2024.
  • Family Asset Management bought 25 JPMorgan Core Plus Bond ETF shares in Q3 2024, an estimated $1.19K.
  • JPMorgan Core Plus Bond ETF made up ﹤0.01% of Family Asset Management's portfolio in Q3 2024, its #185 holding.
  • Family Asset Management first reported a position in JPMorgan Core Plus Bond ETF in Q4 2022 and has held it in 8 quarters since.
  • Family Asset Management's JPMorgan Core Plus Bond ETF position peaked at $42.9K in Q1 2023.
  • 292 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.