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Advus Financial Partners, LLC’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Advus Financial Partners, LLC’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
Q1 		– Sell
-7,980
Closed -$367K – 158
2022
Q4 		$367K Buy
+7,980
New +$367K 0.16% 91

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Advus Financial Partners, LLC's JCPB Position: Q1 2023 in Review

Advus Financial Partners, LLC sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q1 2023, closing a stake of 7,980 shares — an estimated $367K sold.

Advus Financial Partners, LLC first reported a position in JCPB in Q4 2022 and held it in 1 quarter. The position peaked at $367K in Q4 2022. 112 funds tracked by Wall St. Rank hold JCPB as of Q1 2023.

  • Advus Financial Partners, LLC reported no remaining JPMorgan Core Plus Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Advus Financial Partners, LLC sold 7,980 JPMorgan Core Plus Bond ETF shares in Q1 2023, an estimated $367K.
  • Advus Financial Partners, LLC first reported a position in JPMorgan Core Plus Bond ETF in Q4 2022 and held it in 1 quarter.
  • Advus Financial Partners, LLC's JPMorgan Core Plus Bond ETF position peaked at $367K in Q4 2022.
  • 112 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2023.

Based on Advus Financial Partners, LLC's 13F filing for Q1 2023, filed 25 Aug 2026.