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Windsor Wealth Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Windsor Wealth 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
2023
Q3 		$15.6M Buy
349,998
+65,448
+23% +$2.99M 2.86% 9
2023
Q2 		$13.3M Buy
284,550
+69,488
+32% +$3.27M 2.38% 9
2023
Q1 		$10.2M Buy
215,062
+103,759
+93% +$4.87M 1.98% 15
2022
Q4 		$5.21M Buy
111,303
+27,211
+32% +$1.25M 1.08% 24
2022
Q3 		$3.84M Buy
84,092
+26,579
+46% +$1.27M 0.96% 24
2022
Q2 		$2.78M Buy
+57,513
New +$2.81M 0.71% 31

Other funds holding JCPB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $94.2B AUM 21.24% 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 $57.3B AUM 18.32% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DBRC
D.B. Root & Company Pittsburgh, Pennsylvania $419M AUM 15.03% 1-Year Est. Return
AFA
AllGen Financial Advisors Orlando, Florida $421M AUM 14.16% 1-Year Est. Return

Windsor Wealth Management's JCPB Position: Q3 2023 in Review

Windsor Wealth Management increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 23% in Q3 2023, buying an estimated $2.99M and bringing the position to 349,998 shares worth $15.6M. The position accounts for 2.86% of the portfolio, ranked #9.

Windsor Wealth Management first reported a position in JCPB in Q2 2022 and has held it in 6 quarters since. 158 funds tracked by Wall St. Rank hold JCPB as of Q3 2023.

  • Windsor Wealth Management held 349,998 shares of JPMorgan Core Plus Bond ETF worth $15.6M as of Q3 2023.
  • Windsor Wealth Management bought 65,448 JPMorgan Core Plus Bond ETF shares in Q3 2023, an estimated $2.99M.
  • JPMorgan Core Plus Bond ETF made up 2.86% of Windsor Wealth Management's portfolio in Q3 2023, its #9 holding.
  • Windsor Wealth Management first reported a position in JPMorgan Core Plus Bond ETF in Q2 2022 and has held it in 6 quarters since.
  • 158 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2023.

Based on Windsor Wealth Management's 13F filing for Q3 2023, filed 24 Oct 2023.