ICA Group Wealth Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

ICA Group Wealth 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
2024 Q2	$6.83M	Buy	147,446 +14,357	+11%	+$660K	4.1%	3
2024 Q1	$6.21M	Buy	133,089 +18,297	+16%	+$851K	1.24%	20
2023 Q4	$5.4M	Buy	114,792 +21,345	+23%	+$964K	1.21%	20
2023 Q3	$4.13M	Buy	93,447 +13,443	+17%	+$615K	1.16%	20
2023 Q2	$3.73M	Buy	80,004 +15,830	+25%	+$744K	0.93%	21
2023 Q1	$3.04M	Buy	64,174 +2,814	+5%	+$132K	0.73%	29
2022 Q4	$2.92M	Buy	61,360 +29,795	+94%	+$1.37M	0.69%	29
2022 Q3	$1.45M	Buy	31,565 +23,300	+282%	+$1.12M	0.31%	78
2022 Q2	$400K	Buy	+8,265	New	+$403K	0.07%	227

Other funds holding JCPB

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 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

WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return

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

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

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

ICA Group Wealth Management's JCPB Position: Q2 2024 in Review

ICA Group Wealth Management increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 11% in Q2 2024, buying an estimated $660K and bringing the position to 147,446 shares worth $6.83M. The position accounts for 4.1% of the portfolio, ranked #3.

ICA Group Wealth Management first reported a position in JCPB in Q2 2022 and has held it in 9 quarters since. 260 funds tracked by Wall St. Rank hold JCPB as of Q2 2024.

ICA Group Wealth Management held 147,446 shares of JPMorgan Core Plus Bond ETF worth $6.83M as of Q2 2024.
ICA Group Wealth Management bought 14,357 JPMorgan Core Plus Bond ETF shares in Q2 2024, an estimated $660K.
JPMorgan Core Plus Bond ETF made up 4.1% of ICA Group Wealth Management's portfolio in Q2 2024, its #3 holding.
ICA Group Wealth Management first reported a position in JPMorgan Core Plus Bond ETF in Q2 2022 and has held it in 9 quarters since.
260 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.