Hotaling Investment Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Hotaling Investment Management’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 Q4	$1.95M	Sell	42,458 -17,204	-29%	-$790K	0.88%	34
2022 Q3	$2.74M	Buy	59,662 +160	+0.3%	+$7.67K	1.31%	22
2022 Q2	$2.86M	Buy	59,502 +1,625	+3%	+$79.3K	1.24%	21
2022 Q1	$2.96M	Buy	57,877 +4,223	+8%	+$221K	1.14%	24
2021 Q4	$2.91M	Buy	53,654 +982	+2%	+$53.4K	1.01%	36
2021 Q3	$2.87M	Sell	52,672 -1,230	-2%	-$67.5K	1.19%	27
2021 Q2	$2.95M	Sell	53,902 -771	-1%	-$41.9K	1.2%	26
2021 Q1	$2.95M	Buy	54,673 +2,660	+5%	+$146K	1.32%	24
2020 Q4	$2.9M	Buy	+52,013	New	+$2.9M	1.35%	25

Other funds holding JCPB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

DBRC

D.B. Root & Company Pittsburgh, Pennsylvania $419M AUM 15.03% 1-Year Est. Return

AFA

AllGen Financial Advisors Orlando, Florida $458M AUM 16.05% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

PWMG

Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return

PWA

Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Hotaling Investment Management's JCPB Position: Q4 2022 in Review

Hotaling Investment Management reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 29% in Q4 2022, selling an estimated $790K and leaving 42,458 shares worth $1.95M. The position accounts for 0.88% of the portfolio, ranked #34.

Hotaling Investment Management first reported a position in JCPB in Q4 2020 and has held it in 9 quarters since. The position peaked at $2.96M in Q1 2022. 92 funds tracked by Wall St. Rank hold JCPB as of Q4 2022.

Hotaling Investment Management held 42,458 shares of JPMorgan Core Plus Bond ETF worth $1.95M as of Q4 2022.
Hotaling Investment Management sold 17,204 JPMorgan Core Plus Bond ETF shares in Q4 2022, an estimated $790K.
JPMorgan Core Plus Bond ETF made up 0.88% of Hotaling Investment Management's portfolio in Q4 2022, its #34 holding.
Hotaling Investment Management first reported a position in JPMorgan Core Plus Bond ETF in Q4 2020 and has held it in 9 quarters since.
Hotaling Investment Management's JPMorgan Core Plus Bond ETF position peaked at $2.96M in Q1 2022.
92 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q4 2022.

Based on Hotaling Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.