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Hedeker Wealth’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Hedeker Wealth’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
-42,069
Closed -$1.96M – 92
2024
Q1 		$1.96M Buy
42,069
+954
+2% +$44.4K 0.57% 56
2023
Q4 		$1.94M Sell
41,115
-513
-1% -$23.2K 0.61% 51
2023
Q3 		$1.86M Buy
41,628
+638
+2% +$29.2K 0.65% 56
2023
Q2 		$1.91M Buy
+40,990
New +$1.93M 0.64% 60

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 $1.56T AUM 27.86% 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 $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 $57.3B AUM 18.32% 1-Year Est. Return

Hedeker Wealth's JCPB Position: Q2 2024 in Review

Hedeker Wealth sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q2 2024, closing a stake of 42,069 shares — an estimated $1.96M sold.

Hedeker Wealth first reported a position in JCPB in Q2 2023 and held it in 4 quarters. The position peaked at $1.96M in Q1 2024. 260 funds tracked by Wall St. Rank hold JCPB as of Q2 2024.

  • Hedeker Wealth reported no remaining JPMorgan Core Plus Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Hedeker Wealth sold 42,069 JPMorgan Core Plus Bond ETF shares in Q2 2024, an estimated $1.96M.
  • Hedeker Wealth first reported a position in JPMorgan Core Plus Bond ETF in Q2 2023 and held it in 4 quarters.
  • Hedeker Wealth's JPMorgan Core Plus Bond ETF position peaked at $1.96M in Q1 2024.
  • 260 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2024.

Based on Hedeker Wealth's 13F filing for Q2 2024, filed 19 Jul 2024.