TI
JCPB icon

Tidal Investments’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Tidal Investments’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
-6,158
Closed -$297K – 1930
2024
Q3 		$297K Buy
6,158
+25
+0.4% +$1.19K ﹤0.01% 1603
2024
Q2 		$284K Buy
6,133
+51
+0.8% +$2.35K ﹤0.01% 1556
2024
Q1 		$284K Buy
6,082
+46
+0.8% +$2.14K ﹤0.01% 1432
2023
Q4 		$284K Sell
6,036
-11,749
-66% -$531K 0.01% 1191
2023
Q3 		$794K Buy
17,785
+62
+0.3% +$2.84K 0.02% 632
2023
Q2 		$826K Buy
17,723
+10
+0.1% +$470 0.02% 600
2023
Q1 		$839K Sell
17,713
-92
-0.5% -$4.32K 0.03% 555
2022
Q4 		$818K Buy
+17,805
New +$818K 0.03% 506

Other funds holding JCPB

Bank of America
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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
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
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return