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

Pinnacle Wealth Management’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
Q2 		– Sell
-16,431
Closed -$766K – 44
2024
Q1 		$766K Buy
16,431
+10,149
+162% +$472K 0.8% 37
2023
Q4 		$296K Buy
+6,282
New +$284K 0.34% 30

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 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 $51.6B AUM 27.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Pinnacle Wealth Management's JCPB Position: Q2 2024 in Review

Pinnacle Wealth Management sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q2 2024, closing a stake of 16,431 shares — an estimated $766K sold.

Pinnacle Wealth Management first reported a position in JCPB in Q4 2023 and held it in 2 quarters. The position peaked at $766K in Q1 2024. 260 funds tracked by Wall St. Rank hold JCPB as of Q2 2024.

  • Pinnacle Wealth Management reported no remaining JPMorgan Core Plus Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Pinnacle Wealth Management sold 16,431 JPMorgan Core Plus Bond ETF shares in Q2 2024, an estimated $766K.
  • Pinnacle Wealth Management first reported a position in JPMorgan Core Plus Bond ETF in Q4 2023 and held it in 2 quarters.
  • Pinnacle Wealth Management's JPMorgan Core Plus Bond ETF position peaked at $766K in Q1 2024.
  • 260 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2024.

Based on Pinnacle Wealth Management's 13F filing for Q2 2024, filed 30 Jul 2024.