JPMorgan Core Bond-IWOBDX
13F holders, Q1 2024 (March 31)3holders
$10.16avg. 13F price*
At the end of Q1 2024, 3 institutions reported holding JPMorgan Core Bond-I (WOBDX) in their 13F filings. The largest holders were Encompass Wealth Advisors, LLC ($932K), Westside Investment Management, Inc. ($82K) and Tucker Asset Management LLC ($40).
- Company
- JPMorgan Core Bond-I
- CUSIP
- 4812C0381
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $40 |
| Exits | 0 | $0 |
Ownership 3 holders
| Encompass Wealth Advisors, LLC | 0.25% | Add +29.4% | 91,605 | $932K |
| Westside Investment Management, Inc. | 0.02% | No change | 8,091 | $82K |
| Tucker Asset Management LLC | 0.00% | New | 4 | $40 |
"% of holder's portfolio" is WOBDX's weight in each manager's 13F, not the share of JPMorgan Core Bond-I the manager owns.