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FinTrust Capital Advisors’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

FinTrust Capital 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
Q3 		$5.45K Hold
113
– – ﹤0.01% 1070
2024
Q2 		$5.24K Buy
+113
New +$5.2K ﹤0.01% 1037

Other funds holding JCPB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

FinTrust Capital Advisors's JCPB Position: Q3 2024 in Review

FinTrust Capital Advisors held its JPMorgan Core Plus Bond ETF (JCPB) position steady in Q3 2024 at 113 shares worth $5.45K. The position accounts for ﹤0.01% of the portfolio, ranked #1070.

FinTrust Capital Advisors first reported a position in JCPB in Q2 2024 and has held it in 2 quarters since. 292 funds tracked by Wall St. Rank hold JCPB as of Q3 2024.

  • FinTrust Capital Advisors held 113 shares of JPMorgan Core Plus Bond ETF worth $5.45K as of Q3 2024.
  • FinTrust Capital Advisors left its JPMorgan Core Plus Bond ETF share count unchanged in Q3 2024.
  • JPMorgan Core Plus Bond ETF made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #1070 holding.
  • FinTrust Capital Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q2 2024 and has held it in 2 quarters since.
  • 292 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.