PCS
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Personal CFO Solutions’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Personal CFO Solutions’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 		– Sell
-18,279
Closed -$882K – 545
2024
Q3 		$882K Buy
18,279
+4,242
+30% +$201K 0.12% 170
2024
Q2 		$650K Buy
14,037
+3,971
+39% +$183K 0.1% 195
2024
Q1 		$470K Buy
10,066
+1,522
+18% +$70.8K 0.07% 272
2023
Q4 		$402K Buy
+8,544
New +$386K 0.07% 287

Other funds holding JCPB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 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 $617B AUM 30.33% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Personal CFO Solutions's JCPB Position: Q4 2024 in Review

Personal CFO Solutions sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q4 2024, closing a stake of 18,279 shares — an estimated $882K sold.

Personal CFO Solutions first reported a position in JCPB in Q4 2023 and held it in 4 quarters. The position peaked at $882K in Q3 2024. 325 funds tracked by Wall St. Rank hold JCPB as of Q4 2024.

  • Personal CFO Solutions reported no remaining JPMorgan Core Plus Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 18,279 JPMorgan Core Plus Bond ETF shares in Q4 2024, an estimated $882K.
  • Personal CFO Solutions first reported a position in JPMorgan Core Plus Bond ETF in Q4 2023 and held it in 4 quarters.
  • Personal CFO Solutions's JPMorgan Core Plus Bond ETF position peaked at $882K in Q3 2024.
  • 325 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.