Perigon Wealth Management LLC Has $9.30 Million Stock Holdings in JPMorgan Core Plus Bond ETF $JCPB

Perigon Wealth Management LLC boosted its position in JPMorgan Core Plus Bond ETF (BATS:JCPB) by 9.4% in the third quarter, HoldingsChannel.com reports. The institutional investor owned 195,636 shares of the company’s stock after acquiring an additional 16,817 shares during the quarter. Perigon Wealth Management LLC’s holdings in JPMorgan Core Plus Bond ETF were worth $9,303,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in the company. Sowell Financial Services LLC raised its position in shares of JPMorgan Core Plus Bond ETF by 177.9% during the third quarter. Sowell Financial Services LLC now owns 14,281 shares of the company’s stock worth $679,000 after purchasing an additional 9,143 shares during the period. BankPlus Trust Department grew its position in JPMorgan Core Plus Bond ETF by 2.0% in the 3rd quarter. BankPlus Trust Department now owns 52,003 shares of the company’s stock valued at $2,473,000 after purchasing an additional 1,031 shares during the period. Apella Capital LLC increased its stake in JPMorgan Core Plus Bond ETF by 996.2% during the 3rd quarter. Apella Capital LLC now owns 232,771 shares of the company’s stock valued at $11,143,000 after purchasing an additional 211,536 shares in the last quarter. Smallwood Wealth Investment Management LLC raised its holdings in JPMorgan Core Plus Bond ETF by 72.3% during the third quarter. Smallwood Wealth Investment Management LLC now owns 34,941 shares of the company’s stock worth $1,661,000 after buying an additional 14,663 shares during the last quarter. Finally, Apollon Wealth Management LLC raised its holdings in JPMorgan Core Plus Bond ETF by 203.4% during the third quarter. Apollon Wealth Management LLC now owns 148,719 shares of the company’s stock worth $7,072,000 after buying an additional 99,702 shares during the last quarter.

JPMorgan Core Plus Bond ETF Price Performance

Shares of BATS JCPB opened at $47.61 on Friday. The company has a 50-day moving average price of $47.60 and a 200-day moving average price of $47.25. The stock has a market capitalization of $6.99 billion, a P/E ratio of 60.35 and a beta of 0.24. JPMorgan Core Plus Bond ETF has a 1 year low of $45.51 and a 1 year high of $48.54.

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.