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Pittenger & Anderson Inc’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Pittenger & Anderson Inc’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
-400
Closed -$18.5K – 470
2024
Q2 		$18.5K Buy
+400
New +$18.4K ﹤0.01% 340

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
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
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Pittenger & Anderson Inc's JCPB Position: Q3 2024 in Review

Pittenger & Anderson Inc sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q3 2024, closing a stake of 400 shares — an estimated $18.5K sold.

Pittenger & Anderson Inc first reported a position in JCPB in Q2 2024 and held it in 1 quarter. The position peaked at $18.5K in Q2 2024. 292 funds tracked by Wall St. Rank hold JCPB as of Q3 2024.

  • Pittenger & Anderson Inc reported no remaining JPMorgan Core Plus Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Pittenger & Anderson Inc sold 400 JPMorgan Core Plus Bond ETF shares in Q3 2024, an estimated $18.5K.
  • Pittenger & Anderson Inc first reported a position in JPMorgan Core Plus Bond ETF in Q2 2024 and held it in 1 quarter.
  • Pittenger & Anderson Inc's JPMorgan Core Plus Bond ETF position peaked at $18.5K in Q2 2024.
  • 292 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2024.

Based on Pittenger & Anderson Inc's 13F filing for Q3 2024, filed 30 Oct 2024.