JPMorgan Active Bond ETF (NYSEARCA:JBND) is Berger Financial Group Inc’s 5th Largest Position

Berger Financial Group Inc raised its position in JPMorgan Active Bond ETF (NYSEARCA:JBND) by 1.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,137,984 shares of the company’s stock after acquiring an additional 17,617 shares during the period. JPMorgan Active Bond ETF makes up approximately 4.1% of Berger Financial Group Inc’s holdings, making the stock its 5th biggest holding. Berger Financial Group Inc owned 26.16% of JPMorgan Active Bond ETF worth $59,460,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also bought and sold shares of JBND. Mark Sheptoff Financial Planning LLC increased its stake in shares of JPMorgan Active Bond ETF by 202.7% in the fourth quarter. Mark Sheptoff Financial Planning LLC now owns 560 shares of the company’s stock worth $29,000 after acquiring an additional 375 shares during the period. Golden State Wealth Management LLC purchased a new stake in JPMorgan Active Bond ETF in the fourth quarter valued at $39,000. Geneos Wealth Management Inc. acquired a new stake in JPMorgan Active Bond ETF during the 4th quarter worth about $113,000. Coppell Advisory Solutions LLC raised its stake in shares of JPMorgan Active Bond ETF by 130.4% during the 4th quarter. Coppell Advisory Solutions LLC now owns 2,350 shares of the company’s stock valued at $123,000 after buying an additional 1,330 shares during the last quarter. Finally, US Bancorp DE acquired a new position in shares of JPMorgan Active Bond ETF in the 4th quarter valued at about $140,000.

JPMorgan Active Bond ETF Price Performance

Shares of NYSEARCA JBND opened at $53.26 on Friday. JPMorgan Active Bond ETF has a 1 year low of $50.96 and a 1 year high of $55.06. The company’s fifty day moving average price is $53.15 and its 200 day moving average price is $52.89.

JPMorgan Active Bond ETF Profile

The JPMorgan Active Bond ETF (JBND) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund is actively managed, investing in a diverse portfolio of U.S. dollar-denominated, investment grade bonds JBND was launched on Oct 11, 2023 and is issued by JPMorgan Chase.