JPMorgan Core Plus Bond ETF $JCPB Shares Purchased by Heritage Wealth Management Inc.

Heritage Wealth Management Inc. grew its stake in JPMorgan Core Plus Bond ETF (BATS:JCPB) by 54.4% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 75,959 shares of the company’s stock after acquiring an additional 26,771 shares during the quarter. JPMorgan Core Plus Bond ETF comprises approximately 1.1% of Heritage Wealth Management Inc.’s investment portfolio, making the stock its 18th biggest position. Heritage Wealth Management Inc. owned about 0.05% of JPMorgan Core Plus Bond ETF worth $3,612,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. HB Wealth Management LLC raised its holdings in shares of JPMorgan Core Plus Bond ETF by 34.2% in the 3rd quarter. HB Wealth Management LLC now owns 10,425,820 shares of the company’s stock valued at $495,748,000 after buying an additional 2,659,142 shares during the period. JPMorgan Chase & Co. lifted its position in JPMorgan Core Plus Bond ETF by 12.1% in the second quarter. JPMorgan Chase & Co. now owns 3,896,176 shares of the company’s stock valued at $183,354,000 after acquiring an additional 419,773 shares during the last quarter. Legacy Wealth Management Inc lifted its stake in JPMorgan Core Plus Bond ETF by 7.0% in the third quarter. Legacy Wealth Management Inc now owns 3,546,974 shares of the company’s stock valued at $168,659,000 after buying an additional 232,040 shares during the last quarter. Vestmark Advisory Solutions Inc. grew its position in shares of JPMorgan Core Plus Bond ETF by 121.3% during the second quarter. Vestmark Advisory Solutions Inc. now owns 3,264,660 shares of the company’s stock worth $153,635,000 after acquiring an additional 1,789,454 shares during the last quarter. Finally, Factory Mutual Insurance Co. increased its holdings in shares of JPMorgan Core Plus Bond ETF by 49.5% in the 2nd quarter. Factory Mutual Insurance Co. now owns 3,216,300 shares of the company’s stock valued at $151,359,000 after acquiring an additional 1,065,000 shares during the period.

JPMorgan Core Plus Bond ETF Price Performance

Shares of BATS:JCPB opened at $47.54 on Friday. JPMorgan Core Plus Bond ETF has a 1-year low of $45.51 and a 1-year high of $48.54. The stock has a market cap of $6.98 billion, a P/E ratio of 60.35 and a beta of 0.24. The firm has a fifty day moving average price of $47.52 and a 200 day moving average price of $47.40.

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.