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Integrity Advisory’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Integrity Advisory’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 		$8.35M Buy
181,711
+19,845
+12% +$912K 7.64% 3
2022
Q3 		$7.43M Sell
161,866
-12,772
-7% -$613K 6.9% 4
2022
Q2 		$8.39M Buy
174,638
+44,621
+34% +$2.18M 8.21% 4
2022
Q1 		$6.64M Buy
+130,017
New +$6.81M 6.52% 3

Other funds holding JCPB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
DBRC
D.B. Root & Company Pittsburgh, Pennsylvania $419M AUM 15.03% 1-Year Est. Return
AFA
AllGen Financial Advisors Orlando, Florida $421M AUM 14.16% 1-Year Est. Return
HighTower Advisors
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Integrity Advisory's JCPB Position: Q4 2022 in Review

Integrity Advisory increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 12% in Q4 2022, buying an estimated $912K and bringing the position to 181,711 shares worth $8.35M. The position accounts for 7.64% of the portfolio, ranked #3.

Integrity Advisory first reported a position in JCPB in Q1 2022 and has held it in 4 quarters since. The position peaked at $8.39M in Q2 2022. 92 funds tracked by Wall St. Rank hold JCPB as of Q4 2022.

  • Integrity Advisory held 181,711 shares of JPMorgan Core Plus Bond ETF worth $8.35M as of Q4 2022.
  • Integrity Advisory bought 19,845 JPMorgan Core Plus Bond ETF shares in Q4 2022, an estimated $912K.
  • JPMorgan Core Plus Bond ETF made up 7.64% of Integrity Advisory's portfolio in Q4 2022, its #3 holding.
  • Integrity Advisory first reported a position in JPMorgan Core Plus Bond ETF in Q1 2022 and has held it in 4 quarters since.
  • Integrity Advisory's JPMorgan Core Plus Bond ETF position peaked at $8.39M in Q2 2022.
  • 92 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q4 2022.

Based on Integrity Advisory's 13F filing for Q4 2022, filed 24 Jan 2023.