CUSIP 4812C0381
JPMORGAN CORE BOND I
8 institutions · $7.2M total · 349,095 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Tradewinds, LLC. | 29,477 | $4.0M | 8.44% | 2023-03-31 |
| 2 | ENCOMPASS WEALTH ADVISORS, LLC | 226,473 | $2.4M | 64.87% | 2024-09-30 |
| 3 | CONNORS INVESTOR SERVICES INC | 73,457 | $741.9K | 21.04% | 2024-12-31 |
| 4 | Westside Investment Management, Inc. | 8,571 | $89.3K | 2.45% | 2025-12-31 |
| 5 | Strategic Investment Solutions, Inc. /IL | 3,130 | $32.1K | 0.89% | 2023-09-30 |
| 6 | Garton & Associates Financial Advisors LLC | 1,334 | $13.9K | 0.38% | 2025-12-31 |
| 7 | TUCKER ASSET MANAGEMENT LLC | 832 | $8.4K | 0.23% | 2024-12-31 |
| 8 | Coston, McIsaac & Partners | 5,821 | $60 | 1.66% | 2025-12-31 |