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Private Capital Management (Colorado)’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Private Capital Management (Colorado)’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 		$39.2M Buy
851,584
+318,318
+60% +$14.9M 7.83% 3
2024
Q3 		$25.7M Buy
533,266
+360,858
+209% +$17.1M 4.63% 4
2024
Q2 		$7.99M Buy
172,408
+167,373
+3,324% +$7.7M 1.59% 15
2024
Q1 		$235K Buy
5,035
+3,835
+320% +$178K 0.05% 135
2023
Q4 		$56.5K Buy
1,200
+150
+14% +$6.77K 0.01% 174
2023
Q3 		$46.9K Buy
+1,050
New +$48K 0.01% 165

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

Private Capital Management (Colorado)'s JCPB Position: Q4 2024 in Review

Private Capital Management (Colorado) increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 60% in Q4 2024, buying an estimated $14.9M and bringing the position to 851,584 shares worth $39.2M. The position accounts for 7.83% of the portfolio, ranked #3.

Private Capital Management (Colorado) first reported a position in JCPB in Q3 2023 and has held it in 6 quarters since. 324 funds tracked by Wall St. Rank hold JCPB as of Q4 2024.

  • Private Capital Management (Colorado) held 851,584 shares of JPMorgan Core Plus Bond ETF worth $39.2M as of Q4 2024.
  • Private Capital Management (Colorado) bought 318,318 JPMorgan Core Plus Bond ETF shares in Q4 2024, an estimated $14.9M.
  • JPMorgan Core Plus Bond ETF made up 7.83% of Private Capital Management (Colorado)'s portfolio in Q4 2024, its #3 holding.
  • Private Capital Management (Colorado) first reported a position in JPMorgan Core Plus Bond ETF in Q3 2023 and has held it in 6 quarters since.
  • 324 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q4 2024.

Based on Private Capital Management (Colorado)'s 13F filing for Q4 2024, filed 5 Feb 2025.