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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 $1.55T 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
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
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

GYL Financial Synergies's JCPB Position: Q3 2024 in Review

GYL Financial Synergies increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 1.2% in Q3 2024, buying an estimated $24.4K and bringing the position to 43,706 shares worth $2.11M. The position accounts for 0.16% of the portfolio, ranked #122.

GYL Financial Synergies first reported a position in JCPB in Q2 2023 and has held it in 6 quarters since. 292 funds tracked by Wall St. Rank hold JCPB as of Q3 2024.

  • GYL Financial Synergies held 43,706 shares of JPMorgan Core Plus Bond ETF worth $2.11M as of Q3 2024.
  • GYL Financial Synergies bought 514 JPMorgan Core Plus Bond ETF shares in Q3 2024, an estimated $24.4K.
  • JPMorgan Core Plus Bond ETF made up 0.16% of GYL Financial Synergies's portfolio in Q3 2024, its #122 holding.
  • GYL Financial Synergies first reported a position in JPMorgan Core Plus Bond ETF in Q2 2023 and has held it in 6 quarters since.
  • 292 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.