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

Financial Futures’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	-6,407	Closed	-$309K	–	56
2024 Q3	$309K	Sell	6,407 -10,297	-62%	-$489K	0.18%	46
2024 Q2	$774K	Sell	16,704 -41,931	-72%	-$1.93M	0.48%	29
2024 Q1	$2.74M	Sell	58,635 -95,839	-62%	-$4.46M	1.81%	20
2023 Q4	$7.27M	Buy	154,474 +10,038	+7%	+$453K	5.46%	7
2023 Q3	$6.45M	Buy	144,436 +59,054	+69%	+$2.7M	5.27%	6
2023 Q2	$3.98M	Buy	85,382 +24,660	+41%	+$1.16M	3.14%	15
2023 Q1	$2.88M	Buy	+60,722	New	+$2.85M	2.42%	16

Other funds holding JCPB

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Financial Futures's JCPB Position: Q4 2024 in Review

Financial Futures sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q4 2024, closing a stake of 6,407 shares — an estimated $309K sold.

Financial Futures first reported a position in JCPB in Q1 2023 and held it in 7 quarters. The position peaked at $7.27M in Q4 2023. 324 funds tracked by Wall St. Rank hold JCPB as of Q4 2024.

Financial Futures reported no remaining JPMorgan Core Plus Bond ETF position as of Q4 2024 after selling out during the quarter.
Financial Futures sold 6,407 JPMorgan Core Plus Bond ETF shares in Q4 2024, an estimated $309K.
Financial Futures first reported a position in JPMorgan Core Plus Bond ETF in Q1 2023 and held it in 7 quarters.
Financial Futures's JPMorgan Core Plus Bond ETF position peaked at $7.27M in Q4 2023.
324 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q4 2024.

Based on Financial Futures's 13F filing for Q4 2024, filed 24 Jan 2025.