Heritage Wealth Management Inc. boosted its stake in JPMorgan Core Plus Bond ETF (BATS:JCPB – Free Report) by 11.1% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 127,338 shares of the company’s stock after purchasing an additional 12,730 shares during the quarter. JPMorgan Core Plus Bond ETF comprises 3.0% of Heritage Wealth Management Inc.’s portfolio, making the stock its 3rd largest position. Heritage Wealth Management Inc. owned about 0.09% of JPMorgan Core Plus Bond ETF worth $5,995,000 as of its most recent filing with the SEC.
Several other institutional investors and hedge funds have also recently bought and sold shares of JCPB. Imprint Wealth LLC acquired a new position in shares of JPMorgan Core Plus Bond ETF in the 3rd quarter valued at $30,000. SHP Wealth Management acquired a new stake in shares of JPMorgan Core Plus Bond ETF during the 4th quarter worth $31,000. Root Financial Partners LLC increased its holdings in shares of JPMorgan Core Plus Bond ETF by 486.3% during the 4th quarter. Root Financial Partners LLC now owns 727 shares of the company’s stock worth $34,000 after buying an additional 603 shares during the last quarter. Fairway Wealth LLC acquired a new stake in shares of JPMorgan Core Plus Bond ETF during the 4th quarter worth $35,000. Finally, Oak Harbor Wealth Partners LLC purchased a new position in shares of JPMorgan Core Plus Bond ETF in the 4th quarter worth $36,000.
JPMorgan Core Plus Bond ETF Trading Up 0.4%
Shares of JPMorgan Core Plus Bond ETF stock opened at $47.02 on Thursday. JPMorgan Core Plus Bond ETF has a twelve month low of $46.21 and a twelve month high of $48.17. The stock has a market capitalization of $6.91 billion, a P/E ratio of 60.35 and a beta of 0.24. The business’s fifty day moving average price is $46.86 and its 200 day moving average price is $47.23.
JPMorgan Core Plus Bond ETF Profile
The JPMorgan Core Plus Bond ETF (JCPB) is an exchange-traded fund that is based on the Bloomberg Global Aggregate Bond index. The fund is an actively-managed ETF consisting of a broad array of fixed income securities. JCPB was launched on Jan 28, 2019 and is managed by JPMorgan Chase.
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