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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LWMT

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

GSAM

Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

AFA

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Financial Synergies Wealth Advisors's JCPB Position: Q1 2024 in Review

Financial Synergies Wealth Advisors sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q1 2024, closing a stake of 769 shares — an estimated $35.3K sold.

Financial Synergies Wealth Advisors first reported a position in JCPB in Q2 2022 and held it in 7 quarters. The position peaked at $53.9K in Q2 2022. 235 funds tracked by Wall St. Rank hold JCPB as of Q1 2024.

Financial Synergies Wealth Advisors reported no remaining JPMorgan Core Plus Bond ETF position as of Q1 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 769 JPMorgan Core Plus Bond ETF shares in Q1 2024, an estimated $35.3K.
Financial Synergies Wealth Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q2 2022 and held it in 7 quarters.
Financial Synergies Wealth Advisors's JPMorgan Core Plus Bond ETF position peaked at $53.9K in Q2 2022.
235 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.