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

Intercontinental 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
2023
Q2 		$575K Buy
12,342
+350
+3% +$16.5K 0.14% 170
2023
Q1 		$568K Buy
+11,992
New +$563K 0.15% 163

Other funds holding JCPB

LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
DBRC
D.B. Root & Company Pittsburgh, Pennsylvania $471M AUM 19.62% 1-Year Est. Return
AFA
AllGen Financial Advisors Orlando, Florida $458M AUM 16.05% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

Intercontinental Wealth Advisors's JCPB Position: Q2 2023 in Review

Intercontinental Wealth Advisors increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 2.9% in Q2 2023, buying an estimated $16.5K and bringing the position to 12,342 shares worth $575K. The position accounts for 0.14% of the portfolio, ranked #170.

Intercontinental Wealth Advisors first reported a position in JCPB in Q1 2023 and has held it in 2 quarters since. 143 funds tracked by Wall St. Rank hold JCPB as of Q2 2023.

  • Intercontinental Wealth Advisors held 12,342 shares of JPMorgan Core Plus Bond ETF worth $575K as of Q2 2023.
  • Intercontinental Wealth Advisors bought 350 JPMorgan Core Plus Bond ETF shares in Q2 2023, an estimated $16.5K.
  • JPMorgan Core Plus Bond ETF made up 0.14% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #170 holding.
  • Intercontinental Wealth Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q1 2023 and has held it in 2 quarters since.
  • 143 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.