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Leo Brokerage’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Leo Brokerage’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 		$586K Buy
12,600
+7,219
+134% +$339K 0.07% 167
2023
Q1 		$255K Buy
+5,381
New +$253K 0.04% 253
2022
Q2 		$5.57M Sell
115,955
-91,205
-44% -$4.45M 1.5% 14
2022
Q1 		$10.6M Buy
+207,160
New +$10.9M 1.68% 11
2021
Q3 		$235K Buy
+4,310
New +$237K 0.04% 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 $104B AUM 28.3% 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

Leo Brokerage's JCPB Position: Q2 2023 in Review

Leo Brokerage increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 134% in Q2 2023, buying an estimated $339K and bringing the position to 12,600 shares worth $586K. The position accounts for 0.07% of the portfolio, ranked #167.

Leo Brokerage first reported a position in JCPB in Q3 2021 and has held it in 5 quarters since. The position peaked at $10.6M in Q1 2022. 143 funds tracked by Wall St. Rank hold JCPB as of Q2 2023.

  • Leo Brokerage held 12,600 shares of JPMorgan Core Plus Bond ETF worth $586K as of Q2 2023.
  • Leo Brokerage bought 7,219 JPMorgan Core Plus Bond ETF shares in Q2 2023, an estimated $339K.
  • JPMorgan Core Plus Bond ETF made up 0.07% of Leo Brokerage's portfolio in Q2 2023, its #167 holding.
  • Leo Brokerage first reported a position in JPMorgan Core Plus Bond ETF in Q3 2021 and has held it in 5 quarters since.
  • Leo Brokerage's JPMorgan Core Plus Bond ETF position peaked at $10.6M in Q1 2022.
  • 143 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.