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Stonebridge Capital Advisors’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Stonebridge Capital 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
2023
Q4 		– Sell
-1,000
Closed -$44.7K – 524
2023
Q3 		$44.7K Sell
1,000
-2,315
-70% -$106K ﹤0.01% 378
2023
Q2 		$154K Buy
3,315
+500
+18% +$23.5K 0.02% 225
2023
Q1 		$133K Buy
2,815
+1,500
+114% +$70.4K 0.02% 240
2022
Q4 		$60.4K Buy
+1,315
New +$60.4K 0.01% 339

Other funds holding JCPB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
AFA
AllGen Financial Advisors Orlando, Florida $458M AUM 16.05% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Stonebridge Capital Advisors's JCPB Position: Q4 2023 in Review

Stonebridge Capital Advisors sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q4 2023, closing a stake of 1,000 shares — an estimated $44.7K sold.

Stonebridge Capital Advisors first reported a position in JCPB in Q4 2022 and held it in 4 quarters. The position peaked at $154K in Q2 2023. 210 funds tracked by Wall St. Rank hold JCPB as of Q4 2023.

  • Stonebridge Capital Advisors reported no remaining JPMorgan Core Plus Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 1,000 JPMorgan Core Plus Bond ETF shares in Q4 2023, an estimated $44.7K.
  • Stonebridge Capital Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q4 2022 and held it in 4 quarters.
  • Stonebridge Capital Advisors's JPMorgan Core Plus Bond ETF position peaked at $154K in Q2 2023.
  • 210 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q4 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.