Raymond James & Associates’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Raymond James & Associates’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	$14.8M	Buy	306,131 +38,776	+15%	+$1.84M	0.01%	993
2024 Q2	$12.4M	Buy	267,355 +33,686	+14%	+$1.55M	0.01%	1043
2024 Q1	$10.9M	Buy	233,669 +195,572	+513%	+$9.1M	0.01%	1105
2023 Q4	$1.79M	Buy	38,097 +4,318	+13%	+$195K	﹤0.01%	2153
2023 Q3	$1.51M	Sell	33,779 -3,273	-9%	-$150K	﹤0.01%	2190
2023 Q2	$1.73M	Buy	+37,052	New	+$1.74M	﹤0.01%	2154

Other funds holding JCPB

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 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

WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return

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 Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Raymond James & Associates's JCPB Position: Q3 2024 in Review

Raymond James & Associates increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 15% in Q3 2024, buying an estimated $1.84M and bringing the position to 306,131 shares worth $14.8M. The position accounts for 0.01% of the portfolio, ranked #993.

Raymond James & Associates first reported a position in JCPB in Q2 2023 and has held it in 6 quarters since. 292 funds tracked by Wall St. Rank hold JCPB as of Q3 2024.

Raymond James & Associates held 306,131 shares of JPMorgan Core Plus Bond ETF worth $14.8M as of Q3 2024.
Raymond James & Associates bought 38,776 JPMorgan Core Plus Bond ETF shares in Q3 2024, an estimated $1.84M.
JPMorgan Core Plus Bond ETF made up 0.01% of Raymond James & Associates's portfolio in Q3 2024, its #993 holding.
Raymond James & Associates first reported a position in JPMorgan Core Plus Bond ETF in Q2 2023 and has held it in 6 quarters since.
292 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.