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

Principia Wealth Advisory’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
2025
Q1 		– Sell
-59
Closed -$2.72K – 888
2024
Q4 		$2.72K Buy
+59
New +$2.77K ﹤0.01% 200

Other funds holding JCPB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $104B AUM 28.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Principia Wealth Advisory's JCPB Position: Q1 2025 in Review

Principia Wealth Advisory sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q1 2025, closing a stake of 59 shares — an estimated $2.72K sold.

Principia Wealth Advisory first reported a position in JCPB in Q4 2024 and held it in 1 quarter. The position peaked at $2.72K in Q4 2024. 348 funds tracked by Wall St. Rank hold JCPB as of Q1 2025.

  • Principia Wealth Advisory reported no remaining JPMorgan Core Plus Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Principia Wealth Advisory sold 59 JPMorgan Core Plus Bond ETF shares in Q1 2025, an estimated $2.72K.
  • Principia Wealth Advisory first reported a position in JPMorgan Core Plus Bond ETF in Q4 2024 and held it in 1 quarter.
  • Principia Wealth Advisory's JPMorgan Core Plus Bond ETF position peaked at $2.72K in Q4 2024.
  • 348 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2025.

Based on Principia Wealth Advisory's 13F filing for Q1 2025, filed 11 Apr 2025.