Quantitative Advantage
JCPB icon

Quantitative Advantage’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Quantitative Advantage’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
2023
Q1 		– Sell
-64,200
Closed -$2.95M – 119
2022
Q4 		$2.95M Buy
+64,200
New +$2.95M 0.45% 52

Other funds holding JCPB

Legacy Wealth Management (Tennessee)
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
DBRC
D.B. Root & Company Pittsburgh, Pennsylvania $471M AUM 19.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AFA
AllGen Financial Advisors Orlando, Florida $458M AUM 16.05% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vestmark Advisory Solutions
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
Financial Planning & Information Services
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

Quantitative Advantage's JCPB Position: Q1 2023 in Review

Quantitative Advantage sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q1 2023, closing a stake of 64,200 shares — an estimated $2.95M sold.

Quantitative Advantage first reported a position in JCPB in Q4 2022 and held it in 1 quarter. The position peaked at $2.95M in Q4 2022. 112 funds tracked by Wall St. Rank hold JCPB as of Q1 2023.

  • Quantitative Advantage reported no remaining JPMorgan Core Plus Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Quantitative Advantage sold 64,200 JPMorgan Core Plus Bond ETF shares in Q1 2023, an estimated $2.95M.
  • Quantitative Advantage first reported a position in JPMorgan Core Plus Bond ETF in Q4 2022 and held it in 1 quarter.
  • Quantitative Advantage's JPMorgan Core Plus Bond ETF position peaked at $2.95M in Q4 2022.
  • 112 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2023.

Based on Quantitative Advantage's 13F filing for Q1 2023, filed 12 May 2023.