Sugarloaf Wealth Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Sugarloaf Wealth Management’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	$13.2K	Buy	+287	New	+$13.5K	﹤0.01%	459

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

GSAM

Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 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 $1.37B AUM 19.97% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Sugarloaf Wealth Management's JCPB Position: Q4 2024 in Review

Sugarloaf Wealth Management opened a new position in JPMorgan Core Plus Bond ETF (JCPB) in Q4 2024: 287 shares worth $13.2K. The stake represents ﹤0.01% of the portfolio and ranks #459 among its holdings.

324 funds tracked by Wall St. Rank hold JCPB as of Q4 2024.

Sugarloaf Wealth Management held 287 shares of JPMorgan Core Plus Bond ETF worth $13.2K as of Q4 2024.
JPMorgan Core Plus Bond ETF was a new Sugarloaf Wealth Management position in Q4 2024.
JPMorgan Core Plus Bond ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #459 holding.
324 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.