Heritage Wealth Management Inc. boosted its holdings in JPMorgan Core Plus Bond ETF (BATS:JCPB – Free Report) by 11.1% during the 1st quarter, according to its most recent disclosure with the SEC. The firm owned 127,338 shares of the company’s stock after buying an additional 12,730 shares during the period. JPMorgan Core Plus Bond ETF makes up about 3.0% of Heritage Wealth Management Inc.’s investment portfolio, making the stock its 3rd largest position. Heritage Wealth Management Inc.’s holdings in JPMorgan Core Plus Bond ETF were worth $5,995,000 as of its most recent SEC filing.
A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. Imprint Wealth LLC purchased a new stake in JPMorgan Core Plus Bond ETF during the third quarter worth approximately $30,000. SHP Wealth Management purchased a new position in shares of JPMorgan Core Plus Bond ETF in the 4th quarter valued at $31,000. Root Financial Partners LLC raised its stake in shares of JPMorgan Core Plus Bond ETF by 486.3% in the 4th quarter. Root Financial Partners LLC now owns 727 shares of the company’s stock valued at $34,000 after acquiring an additional 603 shares during the period. Fairway Wealth LLC acquired a new position in shares of JPMorgan Core Plus Bond ETF during the 4th quarter valued at $35,000. Finally, Oak Harbor Wealth Partners LLC acquired a new position in shares of JPMorgan Core Plus Bond ETF during the 4th quarter valued at $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 cap of $6.91 billion, a price-to-earnings ratio of 60.35 and a beta of 0.24. The company has a fifty day moving average price of $46.86 and a 200 day moving average price of $47.23.
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.
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