WealthStone’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

WealthStone’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
2019 Q3	–	Sell	-1	Closed	-$52	–	326
2019 Q2	$52	Buy	+1	New	+$52	﹤0.01%	1002

Other funds holding JCPB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

WealthStone's JCPB Position: Q3 2019 in Review

WealthStone sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q3 2019, closing a stake of 1 share — an estimated $52 sold.

WealthStone first reported a position in JCPB in Q2 2019 and held it in 1 quarter. The position peaked at $52 in Q2 2019. 5 funds tracked by Wall St. Rank hold JCPB as of Q3 2019.

WealthStone reported no remaining JPMorgan Core Plus Bond ETF position as of Q3 2019 after selling out during the quarter.
WealthStone sold 1 JPMorgan Core Plus Bond ETF share in Q3 2019, an estimated $52.
WealthStone first reported a position in JPMorgan Core Plus Bond ETF in Q2 2019 and held it in 1 quarter.
WealthStone's JPMorgan Core Plus Bond ETF position peaked at $52 in Q2 2019.
5 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2019.

Based on WealthStone's 13F filing for Q3 2019, filed 15 Nov 2019.