Tucker Asset Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Tucker Asset Management’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 Q3	–	Sell	-36	Closed	-$1.67K	–	1578
2024 Q2	$1.67K	Buy	+36	New	+$1.66K	﹤0.01%	1359
2023 Q3	–	Sell	-23	Closed	-$1.07K	–	1480
2023 Q2	$1.07K	Hold	23	–	–	﹤0.01%	959
2023 Q1	$1.09K	Hold	23	–	–	﹤0.01%	979
2022 Q4	$1.06K	Hold	23	–	–	﹤0.01%	636
2022 Q3	$1.04K	Hold	23	–	–	﹤0.01%	661
2022 Q2	$1.1K	Buy	+23	New	+$1.12K	﹤0.01%	518

Other funds holding JCPB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

GSAM

Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Tucker Asset Management's JCPB Position: Q3 2024 in Review

Tucker Asset Management sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q3 2024, closing a stake of 36 shares — an estimated $1.67K sold.

Tucker Asset Management first reported a position in JCPB in Q2 2022 and held it in 6 quarters. The position peaked at $1.67K in Q2 2024. 292 funds tracked by Wall St. Rank hold JCPB as of Q3 2024.

Tucker Asset Management reported no remaining JPMorgan Core Plus Bond ETF position as of Q3 2024 after selling out during the quarter.
Tucker Asset Management sold 36 JPMorgan Core Plus Bond ETF shares in Q3 2024, an estimated $1.67K.
Tucker Asset Management first reported a position in JPMorgan Core Plus Bond ETF in Q2 2022 and held it in 6 quarters.
Tucker Asset Management's JPMorgan Core Plus Bond ETF position peaked at $1.67K in Q2 2024.
292 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2024.

Based on Tucker Asset Management's 13F filing for Q3 2024, filed 3 Feb 2025.