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Heritage Oak Wealth Advisors’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Heritage Oak Wealth Advisors’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
Q4 		– Sell
-5,205
Closed -$251K – 128
2024
Q3 		$251K Buy
+5,205
New +$247K 0.12% 124

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 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
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Heritage Oak Wealth Advisors's JCPB Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q4 2024, closing a stake of 5,205 shares — an estimated $251K sold.

Heritage Oak Wealth Advisors first reported a position in JCPB in Q3 2024 and held it in 1 quarter. The position peaked at $251K in Q3 2024. 326 funds tracked by Wall St. Rank hold JCPB as of Q4 2024.

  • Heritage Oak Wealth Advisors reported no remaining JPMorgan Core Plus Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 5,205 JPMorgan Core Plus Bond ETF shares in Q4 2024, an estimated $251K.
  • Heritage Oak Wealth Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q3 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's JPMorgan Core Plus Bond ETF position peaked at $251K in Q3 2024.
  • 326 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.