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True Wealth Design’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

True Wealth Design’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
-610
Closed -$28.4K – 794
2023
Q2 		$28.4K Hold
610
– – 0.01% 177
2023
Q1 		$28.9K Buy
+610
New +$28.6K 0.01% 188

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

True Wealth Design's JCPB Position: Q3 2023 in Review

True Wealth Design sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q3 2023, closing a stake of 610 shares — an estimated $28.4K sold.

True Wealth Design first reported a position in JCPB in Q1 2023 and held it in 2 quarters. The position peaked at $28.9K in Q1 2023. 158 funds tracked by Wall St. Rank hold JCPB as of Q3 2023.

  • True Wealth Design reported no remaining JPMorgan Core Plus Bond ETF position as of Q3 2023 after selling out during the quarter.
  • True Wealth Design sold 610 JPMorgan Core Plus Bond ETF shares in Q3 2023, an estimated $28.4K.
  • True Wealth Design first reported a position in JPMorgan Core Plus Bond ETF in Q1 2023 and held it in 2 quarters.
  • True Wealth Design's JPMorgan Core Plus Bond ETF position peaked at $28.9K in Q1 2023.
  • 158 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2023.

Based on True Wealth Design's 13F filing for Q3 2023, filed 13 Nov 2023.