Avidian Wealth Enterprises LLC Raises Stake in JPMorgan Core Plus Bond ETF $JCPB

Avidian Wealth Enterprises LLC lifted its position in shares of JPMorgan Core Plus Bond ETF (BATS:JCPB) by 6.3% in the second quarter, according to its most recent 13F filing with the SEC. The firm owned 612,874 shares of the company’s stock after purchasing an additional 36,437 shares during the quarter. JPMorgan Core Plus Bond ETF comprises approximately 1.2% of Avidian Wealth Enterprises LLC’s holdings, making the stock its 20th largest holding. Avidian Wealth Enterprises LLC owned approximately 0.42% of JPMorgan Core Plus Bond ETF worth $28,842,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of the company. Bogart Wealth LLC grew its holdings in shares of JPMorgan Core Plus Bond ETF by 2.5% during the 2nd quarter. Bogart Wealth LLC now owns 1,416,196 shares of the company’s stock worth $66,646,000 after purchasing an additional 34,436 shares during the period. WBH Advisory Inc. purchased a new stake in shares of JPMorgan Core Plus Bond ETF during the 2nd quarter worth about $5,847,000. Roof Eidam Maycock Peralta LLC grew its holdings in shares of JPMorgan Core Plus Bond ETF by 31.8% during the 2nd quarter. Roof Eidam Maycock Peralta LLC now owns 25,335 shares of the company’s stock worth $1,192,000 after purchasing an additional 6,115 shares during the period. WealthPlan Investment Management LLC purchased a new stake in shares of JPMorgan Core Plus Bond ETF during the 2nd quarter worth about $2,204,000. Finally, Arlington Financial Advisors LLC boosted its holdings in JPMorgan Core Plus Bond ETF by 36.0% in the 2nd quarter. Arlington Financial Advisors LLC now owns 694,467 shares of the company’s stock worth $32,682,000 after acquiring an additional 183,789 shares during the period.

JPMorgan Core Plus Bond ETF Stock Up 5.0%

BATS JCPB opened at $47.90 on Tuesday. The stock has a market cap of $7.04 billion, a PE ratio of 60.35 and a beta of 0.24. JPMorgan Core Plus Bond ETF has a fifty-two week low of $45.51 and a fifty-two week high of $48.54. The business has a 50 day moving average price of $47.40 and a two-hundred day moving average price of $46.82.

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.