JWM
JCPB icon

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

Janiczek 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 		$9.87M Buy
213,055
+160,213
+303% +$7.37M 2.07% 12
2024
Q1 		$2.46M Buy
+52,842
New +$2.46M 0.52% 25

Other funds holding JCPB

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
JP Morgan Chase
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
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Janiczek Wealth Management's JCPB Position: Q2 2024 in Review

Janiczek Wealth Management increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 303% in Q2 2024, buying an estimated $7.37M and bringing the position to 213,055 shares worth $9.87M. The position accounts for 2.07% of the portfolio, ranked #12.

Janiczek Wealth Management first reported a position in JCPB in Q1 2024 and has held it in 2 quarters since. 260 funds tracked by Wall St. Rank hold JCPB as of Q2 2024.

  • Janiczek Wealth Management held 213,055 shares of JPMorgan Core Plus Bond ETF worth $9.87M as of Q2 2024.
  • Janiczek Wealth Management bought 160,213 JPMorgan Core Plus Bond ETF shares in Q2 2024, an estimated $7.37M.
  • JPMorgan Core Plus Bond ETF made up 2.07% of Janiczek Wealth Management's portfolio in Q2 2024, its #12 holding.
  • Janiczek Wealth Management first reported a position in JPMorgan Core Plus Bond ETF in Q1 2024 and has held it in 2 quarters since.
  • 260 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.