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JCPB icon

TCWP’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

TCWP’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
Q3 		– Sell
-173,162
Closed -$8.07M – 143
2023
Q2 		$8.07M Buy
173,162
+59,234
+52% +$2.78M 1.72% 13
2023
Q1 		$5.4M Buy
+113,928
New +$5.35M 1.02% 23
2022
Q2 		– Sell
-205
Closed -$10K – 1020
2022
Q1 		$10K Buy
+205
New +$10.7K ﹤0.01% 885

Other funds holding JCPB

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
DT
Daniels + Tansey Wilmington, Delaware $289M AUM 18.06% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
DBRC
D.B. Root & Company Pittsburgh, Pennsylvania $471M AUM 19.62% 1-Year Est. Return
AFA
AllGen Financial Advisors Orlando, Florida $458M AUM 16.05% 1-Year Est. Return

TCWP's JCPB Position: Q3 2023 in Review

TCWP sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q3 2023, closing a stake of 173,162 shares — an estimated $8.07M sold.

TCWP first reported a position in JCPB in Q1 2022 and held it in 3 quarters. The position peaked at $8.07M in Q2 2023. 158 funds tracked by Wall St. Rank hold JCPB as of Q3 2023.

  • TCWP reported no remaining JPMorgan Core Plus Bond ETF position as of Q3 2023 after selling out during the quarter.
  • TCWP sold 173,162 JPMorgan Core Plus Bond ETF shares in Q3 2023, an estimated $8.07M.
  • TCWP first reported a position in JPMorgan Core Plus Bond ETF in Q1 2022 and held it in 3 quarters.
  • TCWP's JPMorgan Core Plus Bond ETF position peaked at $8.07M in Q2 2023.
  • 158 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2023.

Based on TCWP's 13F filing for Q3 2023, filed 24 Oct 2023.