Raymond James Financial Services Advisors’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Raymond James Financial Services Advisors’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	$100M	Buy	2,083,045 +220,083	+12%	+$10.5M	0.13%	149
2024 Q2	$86.3M	Buy	1,862,962 +136,038	+8%	+$6.25M	0.12%	164
2024 Q1	$80.6M	Buy	1,726,924 +695,805	+67%	+$32.4M	0.12%	168
2023 Q4	$48.6M	Buy	1,031,119 +902,262	+700%	+$40.7M	0.08%	239
2023 Q3	$5.76M	Buy	128,857 +28,030	+28%	+$1.28M	0.01%	945
2023 Q2	$4.7M	Buy	+100,827	New	+$4.74M	0.01%	1043

Other funds holding JCPB

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 New York $1.56T AUM 27.86% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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 $519M AUM 11.48% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Raymond James Financial Services Advisors's JCPB Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 12% in Q3 2024, buying an estimated $10.5M and bringing the position to 2,083,045 shares worth $100M. The position accounts for 0.13% of the portfolio, ranked #149.

Raymond James Financial Services Advisors 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 Financial Services Advisors held 2,083,045 shares of JPMorgan Core Plus Bond ETF worth $100M as of Q3 2024.
Raymond James Financial Services Advisors bought 220,083 JPMorgan Core Plus Bond ETF shares in Q3 2024, an estimated $10.5M.
JPMorgan Core Plus Bond ETF made up 0.13% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #149 holding.
Raymond James Financial Services Advisors 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 Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.