Financial Advantage’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Financial Advantage’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
2022 Q4	–	Sell	-800	Closed	-$36K	–	79
2022 Q3	$36K	Buy	800 +16	+2%	+$768	0.04%	77
2022 Q2	$37K	Buy	784 +38	+5%	+$1.85K	0.03%	80
2022 Q1	$38K	Hold	746	–	–	0.03%	88
2021 Q4	$40K	Hold	746	–	–	0.03%	83
2021 Q3	$40K	Hold	746	–	–	0.03%	72
2021 Q2	$40K	Hold	746	–	–	0.03%	73
2021 Q1	$40K	Hold	746	–	–	0.03%	75
2020 Q4	$41K	Buy	+746	New	+$41.6K	0.04%	70

Other funds holding JCPB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

DBRC

D.B. Root & Company Pittsburgh, Pennsylvania $419M AUM 15.03% 1-Year Est. Return

AFA

AllGen Financial Advisors Orlando, Florida $458M AUM 16.05% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

PWMG

Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return

PWA

Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Financial Advantage's JCPB Position: Q4 2022 in Review

Financial Advantage sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q4 2022, closing a stake of 800 shares — an estimated $36K sold.

Financial Advantage first reported a position in JCPB in Q4 2020 and held it in 8 quarters. The position peaked at $41K in Q4 2020. 92 funds tracked by Wall St. Rank hold JCPB as of Q4 2022.

Financial Advantage reported no remaining JPMorgan Core Plus Bond ETF position as of Q4 2022 after selling out during the quarter.
Financial Advantage sold 800 JPMorgan Core Plus Bond ETF shares in Q4 2022, an estimated $36K.
Financial Advantage first reported a position in JPMorgan Core Plus Bond ETF in Q4 2020 and held it in 8 quarters.
Financial Advantage's JPMorgan Core Plus Bond ETF position peaked at $41K in Q4 2020.
92 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q4 2022.

Based on Financial Advantage's 13F filing for Q4 2022, filed 26 Jan 2023.