Financial Planning & Information Services’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Financial Planning & Information Services’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	$60.2M	Buy	1,247,515 +255,700	+26%	+$12.1M	8.29%	1
2024 Q2	$46M	Buy	991,815 +126,130	+15%	+$5.8M	7.02%	3
2024 Q1	$40.4M	Buy	865,685 +165,925	+24%	+$7.72M	6.07%	4
2023 Q4	$32.9M	Buy	699,760 +81,059	+13%	+$3.66M	5.19%	5
2023 Q3	$27.6M	Buy	618,701 +92,296	+18%	+$4.22M	5.14%	7
2023 Q2	$24.5M	Buy	526,405 +120,502	+30%	+$5.66M	4.52%	8
2023 Q1	$19.2M	Buy	405,903 +241,877	+147%	+$11.4M	3.73%	11
2022 Q4	$7.53M	Buy	164,026 +156,985	+2,230%	+$7.21M	1.6%	17
2022 Q3	$323K	Buy	+7,041	New	+$338K	0.08%	63

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

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

WMS Partners Towson, Maryland $1.78B AUM 11.82% 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 $1.37B 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 Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

Financial Planning & Information Services's JCPB Position: Q3 2024 in Review

Financial Planning & Information Services increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 26% in Q3 2024, buying an estimated $12.1M and bringing the position to 1,247,515 shares worth $60.2M. The position accounts for 8.29% of the portfolio, ranked #1.

Financial Planning & Information Services first reported a position in JCPB in Q3 2022 and has held it in 9 quarters since. 292 funds tracked by Wall St. Rank hold JCPB as of Q3 2024.

Financial Planning & Information Services held 1,247,515 shares of JPMorgan Core Plus Bond ETF worth $60.2M as of Q3 2024.
Financial Planning & Information Services bought 255,700 JPMorgan Core Plus Bond ETF shares in Q3 2024, an estimated $12.1M.
JPMorgan Core Plus Bond ETF made up 8.29% of Financial Planning & Information Services's portfolio in Q3 2024, its #1 holding.
Financial Planning & Information Services first reported a position in JPMorgan Core Plus Bond ETF in Q3 2022 and has held it in 9 quarters since.
292 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2024.

Based on Financial Planning & Information Services's 13F filing for Q3 2024, filed 12 Nov 2024.