SHJ
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Sharkey, Howes & Javer’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Sharkey, Howes & Javer’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 		– Sell
-7,201
Closed -$347K – 150
2024
Q3 		$347K Buy
7,201
+96
+1% +$4.56K 0.05% 115
2024
Q2 		$329K Buy
+7,105
New +$327K 0.05% 94

Other funds holding JCPB

Bank of America
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 1-Year Est. Return
Janney Montgomery Scott
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
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Sharkey, Howes & Javer's JCPB Position: Q4 2024 in Review

Sharkey, Howes & Javer sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q4 2024, closing a stake of 7,201 shares — an estimated $347K sold.

Sharkey, Howes & Javer first reported a position in JCPB in Q2 2024 and held it in 2 quarters. The position peaked at $347K in Q3 2024. 326 funds tracked by Wall St. Rank hold JCPB as of Q4 2024.

  • Sharkey, Howes & Javer reported no remaining JPMorgan Core Plus Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 7,201 JPMorgan Core Plus Bond ETF shares in Q4 2024, an estimated $347K.
  • Sharkey, Howes & Javer first reported a position in JPMorgan Core Plus Bond ETF in Q2 2024 and held it in 2 quarters.
  • Sharkey, Howes & Javer's JPMorgan Core Plus Bond ETF position peaked at $347K in Q3 2024.
  • 326 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q4 2024.

Based on Sharkey, Howes & Javer's 13F filing for Q4 2024, filed 5 Feb 2025.