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FirstPurpose Wealth’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

FirstPurpose Wealth’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
Q1 		– Sell
-8,440
Closed -$388K – 197
2022
Q4 		$388K Buy
+8,440
New +$388K 0.22% 91

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
DBRC
D.B. Root & Company Pittsburgh, Pennsylvania $471M AUM 19.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AFA
AllGen Financial Advisors Orlando, Florida $458M AUM 16.05% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

FirstPurpose Wealth's JCPB Position: Q1 2023 in Review

FirstPurpose Wealth sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q1 2023, closing a stake of 8,440 shares — an estimated $388K sold.

FirstPurpose Wealth first reported a position in JCPB in Q4 2022 and held it in 1 quarter. The position peaked at $388K in Q4 2022. 112 funds tracked by Wall St. Rank hold JCPB as of Q1 2023.

  • FirstPurpose Wealth reported no remaining JPMorgan Core Plus Bond ETF position as of Q1 2023 after selling out during the quarter.
  • FirstPurpose Wealth sold 8,440 JPMorgan Core Plus Bond ETF shares in Q1 2023, an estimated $388K.
  • FirstPurpose Wealth first reported a position in JPMorgan Core Plus Bond ETF in Q4 2022 and held it in 1 quarter.
  • FirstPurpose Wealth's JPMorgan Core Plus Bond ETF position peaked at $388K in Q4 2022.
  • 112 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2023.

Based on FirstPurpose Wealth's 13F filing for Q1 2023, filed 3 May 2023.