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

Foresight Wealth Management’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
2022
Q4 		– Sell
-14,397
Closed -$661K – 55
2022
Q3 		$661K Sell
14,397
-1,054
-7% -$50.6K 0.28% 60
2022
Q2 		$742K Sell
15,451
-286
-2% -$14K 0.26% 58
2022
Q1 		$804K Sell
15,737
-2,182
-12% -$114K 0.32% 57
2021
Q4 		$972K Sell
17,919
-201
-1% -$10.9K 0.37% 45
2021
Q3 		$987K Sell
18,120
-753
-4% -$41.3K 0.44% 38
2021
Q2 		$1.03M Buy
18,873
+178
+1% +$9.67K 0.44% 41
2021
Q1 		$1.01M Buy
18,695
+7
+0% +$383 0.5% 40
2020
Q4 		$1.04M Buy
18,688
+1,122
+6% +$62.6K 0.54% 40
2020
Q3 		$979K Buy
+17,566
New +$982K 0.62% 35

Other funds holding JCPB

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
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
DBRC
D.B. Root & Company Pittsburgh, Pennsylvania $419M AUM 15.03% 1-Year Est. Return
AFA
AllGen Financial Advisors Orlando, Florida $422M AUM 16% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return