JPMorgan Core Bond-IWOBDX
13F holders, Q3 2024 (September 30)2holders −1
0new positions
1sold out
$10.52avg. 13F price*
At the end of Q3 2024, 2 institutions reported holding JPMorgan Core Bond-I (WOBDX) in their 13F filings, down 1 from Q2 2024. 0 opened new positions and 1 sold out. The largest holders were Encompass Wealth Advisors, LLC ($2.4M) and Tucker Asset Management LLC ($42).
- Company
- JPMorgan Core Bond-I
- CUSIP
- 4812C0381
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $82K |
All 13F filers, Q2 2024 → Q3 2024: 15,047 shares bought and 8,091 shares sold, net +6,956 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Encompass Wealth Advisors, LLC | 0.60% | Add +7.1% | 226,473 | $2.4M |
| Tucker Asset Management LLC | 0.00% | No change | 4 | $42 |
"% of holder's portfolio" is WOBDX's weight in each manager's 13F, not the share of JPMorgan Core Bond-I the manager owns.