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Herold Advisors’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Herold 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
2022
Q2 		– Sell
-250
Closed -$12.8K – 428
2022
Q1 		$12.8K Buy
+250
New +$13.1K ﹤0.01% 569
2021
Q4 		– Sell
-250
Closed -$13K – 416
2021
Q3 		$13K Buy
+250
New +$13.7K 0.01% 572

Other funds holding JCPB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DBRC
D.B. Root & Company Pittsburgh, Pennsylvania $471M AUM 19.62% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $551M AUM 19.05% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CHA
Cooper/Haims Advisors Victor, New York $232M AUM 17.89% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return

Herold Advisors's JCPB Position: Q2 2022 in Review

Herold Advisors sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q2 2022, closing a stake of 250 shares — an estimated $12.8K sold.

Herold Advisors first reported a position in JCPB in Q3 2021 and held it in 2 quarters. The position peaked at $13K in Q3 2021. 62 funds tracked by Wall St. Rank hold JCPB as of Q2 2022.

  • Herold Advisors reported no remaining JPMorgan Core Plus Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 250 JPMorgan Core Plus Bond ETF shares in Q2 2022, an estimated $12.8K.
  • Herold Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's JPMorgan Core Plus Bond ETF position peaked at $13K in Q3 2021.
  • 62 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.