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TS Financial Group (TSFG)’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

TS Financial Group (TSFG)’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
Q4 		– Sell
-29
Closed -$1K – 964
2023
Q3 		$1K Hold
29
– – ﹤0.01% 962
2023
Q2 		$1K Hold
29
– – ﹤0.01% 935
2023
Q1 		$1K Buy
+29
New +$1.36K ﹤0.01% 904

Other funds holding JCPB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
AFA
AllGen Financial Advisors Orlando, Florida $458M AUM 16.05% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

TS Financial Group (TSFG)'s JCPB Position: Q4 2023 in Review

TS Financial Group (TSFG) sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q4 2023, closing a stake of 29 shares — an estimated $1K sold.

TS Financial Group (TSFG) first reported a position in JCPB in Q1 2023 and held it in 3 quarters. The position peaked at $1K in Q3 2023. 210 funds tracked by Wall St. Rank hold JCPB as of Q4 2023.

  • TS Financial Group (TSFG) reported no remaining JPMorgan Core Plus Bond ETF position as of Q4 2023 after selling out during the quarter.
  • TS Financial Group (TSFG) sold 29 JPMorgan Core Plus Bond ETF shares in Q4 2023, an estimated $1K.
  • TS Financial Group (TSFG) first reported a position in JPMorgan Core Plus Bond ETF in Q1 2023 and held it in 3 quarters.
  • TS Financial Group (TSFG)'s JPMorgan Core Plus Bond ETF position peaked at $1K in Q3 2023.
  • 210 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q4 2023.

Based on TS Financial Group (TSFG)'s 13F filing for Q4 2023, filed 24 Jan 2024.