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

Peninsula Wealth’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
Q4 		$1.3M Buy
+28,260
New +$1.32M 0.22% 43

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 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
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Peninsula Wealth's JCPB Position: Q4 2024 in Review

Peninsula Wealth opened a new position in JPMorgan Core Plus Bond ETF (JCPB) in Q4 2024: 28,260 shares worth $1.3M. The stake represents 0.22% of the portfolio and ranks #43 among its holdings.

324 funds tracked by Wall St. Rank hold JCPB as of Q4 2024.

  • Peninsula Wealth held 28,260 shares of JPMorgan Core Plus Bond ETF worth $1.3M as of Q4 2024.
  • JPMorgan Core Plus Bond ETF was a new Peninsula Wealth position in Q4 2024.
  • JPMorgan Core Plus Bond ETF made up 0.22% of Peninsula Wealth's portfolio in Q4 2024, its #43 holding.
  • 324 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q4 2024.

Based on Peninsula Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.