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Mountain Capital Investment Advisors’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Mountain Capital Investment 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
2024
Q3 		– Sell
-671,508
Closed -$31.4M – 66
2024
Q2 		$31.4M Buy
671,508
+44,717
+7% +$2.06M 7.79% 5
2024
Q1 		$28.9M Buy
+626,791
New +$29.2M 8.11% 5

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
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
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.37B AUM 19.97% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Mountain Capital Investment Advisors's JCPB Position: Q3 2024 in Review

Mountain Capital Investment Advisors sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q3 2024, closing a stake of 671,508 shares — an estimated $31.4M sold.

Mountain Capital Investment Advisors first reported a position in JCPB in Q1 2024 and held it in 2 quarters. The position peaked at $31.4M in Q2 2024. 292 funds tracked by Wall St. Rank hold JCPB as of Q3 2024.

  • Mountain Capital Investment Advisors reported no remaining JPMorgan Core Plus Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 671,508 JPMorgan Core Plus Bond ETF shares in Q3 2024, an estimated $31.4M.
  • Mountain Capital Investment Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q1 2024 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's JPMorgan Core Plus Bond ETF position peaked at $31.4M in Q2 2024.
  • 292 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2024.

Based on Mountain Capital Investment Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.