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

Financial Perspectives’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
Q2 		– Sell
-1,811
Closed -$85.8K – 689
2023
Q1 		$85.8K Hold
1,811
– – 0.04% 205
2022
Q4 		$83.2K Buy
+1,811
New +$83.2K 0.04% 196

Other funds holding JCPB

LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

Financial Perspectives's JCPB Position: Q2 2023 in Review

Financial Perspectives sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q2 2023, closing a stake of 1,811 shares — an estimated $85.8K sold.

Financial Perspectives first reported a position in JCPB in Q4 2022 and held it in 2 quarters. The position peaked at $85.8K in Q1 2023. 143 funds tracked by Wall St. Rank hold JCPB as of Q2 2023.

  • Financial Perspectives reported no remaining JPMorgan Core Plus Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Financial Perspectives sold 1,811 JPMorgan Core Plus Bond ETF shares in Q2 2023, an estimated $85.8K.
  • Financial Perspectives first reported a position in JPMorgan Core Plus Bond ETF in Q4 2022 and held it in 2 quarters.
  • Financial Perspectives's JPMorgan Core Plus Bond ETF position peaked at $85.8K in Q1 2023.
  • 143 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2023.

Based on Financial Perspectives's 13F filing for Q2 2023, filed 10 Jan 2024.