WOBDX
JPMorgan Core Bond Fund
1W: -0.4%
1M: -2.5%
3M: -4.3%
YTD: -5.1%
1Y: -5.3%
3Y: +9.0%
5Y: -6.4%
$9.81
-0.02 (-0.20%)
Weekly Expected Move ±0.8%
$10
$10
$10
$10
$10
Institutional Ownership — WOBDX
2
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
1M
Total Invested
0
New Positions
0
Increased
1
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (4 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Westside Investment Management, Inc. | 56,464 | 554K | — | +0.0% | 7Q | SEC ↗ |
| 2 | Coston, McIsaac & Partners | 5,942 | 58K | -2,120 | -26.3% | 3Q | SEC ↗ |
| 3 | McIlrath & Eck, LLC NEW | 4 | 0K | — | +0.0% | 1Q | SEC ↗ |
| 4 | Garton & Associates Financial Advisors | 0 | 0K | -1,334 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| McIlrath & Eck, LLC | 4 | 0K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Garton & Associates Financial Advis | 1,334 | 13K |
Biggest Increases (0)
None.
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Coston, McIsaac & Partners | -2,120 | -26.3% | 5,942 |