RJA
JCPB icon

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
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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B 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 $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
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return