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

Truvestments Capital’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
-167
Closed -$7.8K – 698
2023
Q2 		$7.8K Hold
167
– – ﹤0.01% 474
2023
Q1 		$7.93K Hold
167
– – ﹤0.01% 459
2022
Q4 		$7.69K Buy
+167
New +$7.67K ﹤0.01% 491

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

Truvestments Capital's JCPB Position: Q3 2023 in Review

Truvestments Capital sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q3 2023, closing a stake of 167 shares — an estimated $7.8K sold.

Truvestments Capital first reported a position in JCPB in Q4 2022 and held it in 3 quarters. The position peaked at $7.93K in Q1 2023. 158 funds tracked by Wall St. Rank hold JCPB as of Q3 2023.

  • Truvestments Capital reported no remaining JPMorgan Core Plus Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Truvestments Capital sold 167 JPMorgan Core Plus Bond ETF shares in Q3 2023, an estimated $7.8K.
  • Truvestments Capital first reported a position in JPMorgan Core Plus Bond ETF in Q4 2022 and held it in 3 quarters.
  • Truvestments Capital's JPMorgan Core Plus Bond ETF position peaked at $7.93K in Q1 2023.
  • 158 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2023.

Based on Truvestments Capital's 13F filing for Q3 2023, filed 13 Nov 2023.