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	0.15%	60
2022 Q2	$742K	Sell	15,451 -286	-2%	-$14K	0.15%	58
2022 Q1	$804K	Sell	15,737 -2,182	-12%	-$114K	0.15%	57
2021 Q4	$972K	Sell	17,919 -201	-1%	-$10.9K	0.01%	45
2021 Q3	$987K	Sell	18,120 -753	-4%	-$41.3K	0.2%	38
2021 Q2	$1.03M	Buy	18,873 +178	+1%	+$9.67K	0.23%	41
2021 Q1	$1.01M	Buy	18,695 +7	+0%	+$383	0.26%	40
2020 Q4	$1.04M	Buy	18,688 +1,122	+6%	+$62.6K	0.28%	40
2020 Q3	$979K	Buy	+17,566	New	+$982K	0.33%	35

Other funds holding JCPB

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

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

DBRC

D.B. Root & Company Pittsburgh, Pennsylvania $471M AUM 19.62% 1-Year Est. Return

AFA

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

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

PWMG

Prestige Wealth Management Group Flemington, New Jersey $551M AUM 19.05% 1-Year Est. Return

PWA

Peterson Wealth Advisors Orem, Utah $846M AUM 17.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Foresight Wealth Management's JCPB Position: Q4 2022 in Review

Foresight Wealth Management sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q4 2022, closing a stake of 14,397 shares — an estimated $661K sold.

Foresight Wealth Management first reported a position in JCPB in Q3 2020 and held it in 9 quarters. The position peaked at $1.04M in Q4 2020. 93 funds tracked by Wall St. Rank hold JCPB as of Q4 2022.

Foresight Wealth Management reported no remaining JPMorgan Core Plus Bond ETF position as of Q4 2022 after selling out during the quarter.
Foresight Wealth Management sold 14,397 JPMorgan Core Plus Bond ETF shares in Q4 2022, an estimated $661K.
Foresight Wealth Management first reported a position in JPMorgan Core Plus Bond ETF in Q3 2020 and held it in 9 quarters.
Foresight Wealth Management's JPMorgan Core Plus Bond ETF position peaked at $1.04M in Q4 2020.
93 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q4 2022.

Based on Foresight Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.