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Patriot Financial Group Insurance Agency’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-82
Closed -$4K – 1193
2022
Q2 		$4K Buy
82
+52
+173% +$2.54K ﹤0.01% 1553
2022
Q1 		$2K Hold
30
– – ﹤0.01% 1854
2021
Q4 		$2K Buy
30
+13
+76% +$707 ﹤0.01% 1942
2021
Q3 		$1K Buy
17
+7
+70% +$384 ﹤0.01% 2062
2021
Q2 		$1K Hold
10
– – ﹤0.01% 1984
2021
Q1 		$1K Hold
10
– – ﹤0.01% 1887
2020
Q4 		$1K Buy
+10
New +$558 ﹤0.01% 1761

Other funds holding JCPB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DBRC
D.B. Root & Company Pittsburgh, Pennsylvania $419M AUM 15.03% 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
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return
AFA
AllGen Financial Advisors Orlando, Florida $458M AUM 16.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Patriot Financial Group Insurance Agency's JCPB Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q3 2022, closing a stake of 82 shares — an estimated $4K sold.

Patriot Financial Group Insurance Agency first reported a position in JCPB in Q4 2020 and held it in 7 quarters. The position peaked at $4K in Q2 2022. 71 funds tracked by Wall St. Rank hold JCPB as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining JPMorgan Core Plus Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 82 JPMorgan Core Plus Bond ETF shares in Q3 2022, an estimated $4K.
  • Patriot Financial Group Insurance Agency first reported a position in JPMorgan Core Plus Bond ETF in Q4 2020 and held it in 7 quarters.
  • Patriot Financial Group Insurance Agency's JPMorgan Core Plus Bond ETF position peaked at $4K in Q2 2022.
  • 71 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.