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Walden Wealth Partners’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Walden Wealth Partners’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
Q2 		$898K Buy
19,388
+629
+3% +$28.9K 0.5% 32
2024
Q1 		$867K Sell
18,759
-606
-3% -$28.2K 0.5% 32
2023
Q4 		$912K Buy
+19,365
New +$874K 0.57% 31

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Walden Wealth Partners's JCPB Position: Q2 2024 in Review

Walden Wealth Partners increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 3.4% in Q2 2024, buying an estimated $28.9K and bringing the position to 19,388 shares worth $898K. The position accounts for 0.5% of the portfolio, ranked #32.

Walden Wealth Partners first reported a position in JCPB in Q4 2023 and has held it in 3 quarters since. The position peaked at $912K in Q4 2023. 260 funds tracked by Wall St. Rank hold JCPB as of Q2 2024.

  • Walden Wealth Partners held 19,388 shares of JPMorgan Core Plus Bond ETF worth $898K as of Q2 2024.
  • Walden Wealth Partners bought 629 JPMorgan Core Plus Bond ETF shares in Q2 2024, an estimated $28.9K.
  • JPMorgan Core Plus Bond ETF made up 0.5% of Walden Wealth Partners's portfolio in Q2 2024, its #32 holding.
  • Walden Wealth Partners first reported a position in JPMorgan Core Plus Bond ETF in Q4 2023 and has held it in 3 quarters since.
  • Walden Wealth Partners's JPMorgan Core Plus Bond ETF position peaked at $912K in Q4 2023.
  • 260 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2024.

Based on Walden Wealth Partners's 13F filing for Q2 2024, filed 11 Jul 2024.