Wintrust Investments’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Wintrust Investments’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 Q4	$40K	Buy	+879	New	+$41.2K	0.04%	288

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

GSAM

Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Wintrust Investments's JCPB Position: Q4 2024 in Review

Wintrust Investments opened a new position in JPMorgan Core Plus Bond ETF (JCPB) in Q4 2024: 879 shares worth $40K. The stake represents 0.04% of the portfolio and ranks #288 among its holdings.

325 funds tracked by Wall St. Rank hold JCPB as of Q4 2024.

Wintrust Investments held 879 shares of JPMorgan Core Plus Bond ETF worth $40K as of Q4 2024.
JPMorgan Core Plus Bond ETF was a new Wintrust Investments position in Q4 2024.
JPMorgan Core Plus Bond ETF made up 0.04% of Wintrust Investments's portfolio in Q4 2024, its #288 holding.
325 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.