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GYL Financial Synergies’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

GYL Financial Synergies’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
Q3 		$2.11M Buy
43,706
+514
+1% +$24.4K 0.16% 122
2024
Q2 		$2M Sell
43,192
-1,032
-2% -$47.4K 0.15% 121
2024
Q1 		$2.06M Sell
44,224
-43
-0.1% -$2K 0.16% 121
2023
Q4 		$2.08M Buy
44,267
+447
+1% +$20.2K 0.17% 119
2023
Q3 		$1.96M Sell
43,820
-1,016
-2% -$46.5K 0.19% 112
2023
Q2 		$2.09M Buy
+44,836
New +$2.11M 0.19% 107

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
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
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.37B AUM 19.97% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return