GI
JCPB icon

Gradient Investments’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Gradient Investments’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
Q2 		– Sell
-1
Closed -$40 – 1428
2024
Q1 		$40 Buy
+1
New +$47 ﹤0.01% 1165

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
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Gradient Investments's JCPB Position: Q2 2024 in Review

Gradient Investments sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q2 2024, closing a stake of 1 share — an estimated $40 sold.

Gradient Investments first reported a position in JCPB in Q1 2024 and held it in 1 quarter. The position peaked at $40 in Q1 2024. 260 funds tracked by Wall St. Rank hold JCPB as of Q2 2024.

  • Gradient Investments reported no remaining JPMorgan Core Plus Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Gradient Investments sold 1 JPMorgan Core Plus Bond ETF share in Q2 2024, an estimated $40.
  • Gradient Investments first reported a position in JPMorgan Core Plus Bond ETF in Q1 2024 and held it in 1 quarter.
  • Gradient Investments's JPMorgan Core Plus Bond ETF position peaked at $40 in Q1 2024.
  • 260 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2024.

Based on Gradient Investments's 13F filing for Q2 2024, filed 18 Jul 2024.