JPMorgan Core Bond-IWOBDX
13F holders, Q2 2024 (June 30)3holders
0new positions
0sold out
$10.09avg. 13F price*
At the end of Q2 2024, 3 institutions reported holding JPMorgan Core Bond-I (WOBDX) in their 13F filings, unchanged from Q1 2024. 0 opened new positions and 0 sold out. The largest holders were Encompass Wealth Advisors, LLC ($2.1M), 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 119,821 shares bought, net +119,821 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Encompass Wealth Advisors, LLC | 0.57% | Add +130.8% | 211,426 | $2.1M |
| Westside Investment Management, Inc. | 0.02% | No change | 8,091 | $82K |
| Tucker Asset Management LLC | 0.00% | No change | 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.