Financial Synergies Wealth Advisors’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Financial Synergies Wealth Advisors’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 Q1	–	Sell	-769	Closed	-$35.3K	–	529
2023 Q4	$35.3K	Sell	769 -25	-3%	-$1.13K	0.01%	107
2023 Q3	$35.5K	Buy	794 +9	+1%	+$412	0.01%	137
2023 Q2	$36.6K	Buy	785 +8	+1%	+$376	0.01%	125
2023 Q1	$36.8K	Buy	777 +8	+1%	+$376	0.01%	128
2022 Q4	$35.3K	Buy	769 +66	+9%	+$3.03K	0.01%	107
2022 Q3	$32.2K	Sell	703 -418	-37%	-$20.1K	0.01%	109
2022 Q2	$53.9K	Buy	+1,121	New	+$54.7K	0.01%	100

Other funds holding JCPB

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return

HighTower Advisors

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

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

AllGen Financial Advisors Orlando, Florida $422M AUM 16% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Janney Montgomery Scott

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