Legacy Wealth Management LLC Makes New Investment in JPMorgan Core Plus Bond ETF $JCPB

Legacy Wealth Management LLC acquired a new stake in JPMorgan Core Plus Bond ETF (NYSEARCA:JCPB) in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund acquired 3,918,429 shares of the company’s stock, valued at approximately $175,467,000. JPMorgan Core Plus Bond ETF comprises approximately 9.2% of Legacy Wealth Management LLC’s investment portfolio, making the stock its 5th biggest holding. Legacy Wealth Management LLC owned approximately 1.09% of JPMorgan Core Plus Bond ETF as of its most recent SEC filing.

Several other institutional investors have also recently bought and sold shares of the business. Nolet Wealth Management LLC grew its holdings in shares of JPMorgan Core Plus Bond ETF by 1.8% during the second quarter. Nolet Wealth Management LLC now owns 28,444 shares of the company’s stock worth $1,335,000 after purchasing an additional 501 shares during the last quarter. First Citizens Financial Corp increased its stake in shares of JPMorgan Core Plus Bond ETF by 2.9% in the second quarter. First Citizens Financial Corp now owns 21,561 shares of the company’s stock valued at $1,012,000 after buying an additional 600 shares in the last quarter. Semus Wealth Partners LLC increased its stake in shares of JPMorgan Core Plus Bond ETF by 10.9% in the first quarter. Semus Wealth Partners LLC now owns 6,535 shares of the company’s stock valued at $308,000 after buying an additional 642 shares in the last quarter. RDA Financial Network raised its holdings in shares of JPMorgan Core Plus Bond ETF by 7.1% in the second quarter. RDA Financial Network now owns 10,061 shares of the company’s stock valued at $472,000 after buying an additional 669 shares during the last quarter. Finally, Sterling Investment Advisors Ltd. raised its holdings in shares of JPMorgan Core Plus Bond ETF by 2.5% in the first quarter. Sterling Investment Advisors Ltd. now owns 27,695 shares of the company’s stock valued at $1,304,000 after buying an additional 675 shares during the last quarter.

JPMorgan Core Plus Bond ETF Stock Down 0.2%

Shares of NYSEARCA JCPB opened at $45.33 on Friday. The firm’s 50-day simple moving average is $45.45 and its 200 day simple moving average is $46.27. JPMorgan Core Plus Bond ETF has a 12-month low of $44.40 and a 12-month high of $48.17. The company has a market cap of $16.26 billion, a price-to-earnings ratio of 60.35 and a beta of 0.26.

JPMorgan Core Plus Bond ETF Company 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.