GC
JCPB icon

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

Gratus Capital’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 		$16.2M Buy
348,833
+10,891
+3% +$501K 0.65% 46
2024
Q1 		$15.8M Buy
337,942
+18,785
+6% +$874K 0.73% 41
2023
Q4 		$15M Sell
319,157
-11,062
-3% -$499K 0.85% 35
2023
Q3 		$14.8M Sell
330,219
-989
-0.3% -$45.3K 1.01% 28
2023
Q2 		$15.4M Buy
331,208
+7,349
+2% +$345K 1.07% 27
2023
Q1 		$15.3M Sell
323,859
-797
-0.2% -$37.4K 1.18% 27
2022
Q4 		$14.9M Buy
324,656
+2,244
+0.7% +$103K 1.24% 26
2022
Q3 		$14.8M Buy
+322,412
New +$15.5M 1.58% 15

Other funds holding JCPB

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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 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 $40.4B AUM 21.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $57.2B AUM 18.32% 1-Year Est. Return