Saxony Capital Management LLC Boosts Stock Holdings in JPMorgan Core Plus Bond ETF $JCPB

Posted by Amy Steele on Mar 31st, 2026

Saxony Capital Management LLC boosted its stake in JPMorgan Core Plus Bond ETF (BATS:JCPB – Free Report) by 41.5% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 67,302 shares of the company’s stock after purchasing an additional 19,735 shares during the quarter. JPMorgan Core Plus Bond ETF comprises approximately 2.0% of Saxony Capital Management LLC’s holdings, making the stock its 15th largest holding. Saxony Capital Management LLC’s holdings in JPMorgan Core Plus Bond ETF were worth $3,187,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also made changes to their positions in the stock. J.W. Cole Advisors Inc. increased its holdings in shares of JPMorgan Core Plus Bond ETF by 13.0% in the second quarter. J.W. Cole Advisors Inc. now owns 6,042 shares of the company’s stock worth $284,000 after purchasing an additional 695 shares during the last quarter. Elevation Point Wealth Partners LLC purchased a new stake in shares of JPMorgan Core Plus Bond ETF in the second quarter worth about $57,000. Lido Advisors LLC boosted its stake in JPMorgan Core Plus Bond ETF by 33.6% during the second quarter. Lido Advisors LLC now owns 20,967 shares of the company’s stock valued at $987,000 after buying an additional 5,268 shares during the last quarter. Investment Counsel Co. of Nevada boosted its stake in JPMorgan Core Plus Bond ETF by 980.6% during the second quarter. Investment Counsel Co. of Nevada now owns 101,051 shares of the company’s stock valued at $4,755,000 after buying an additional 91,700 shares during the last quarter. Finally, Twin Peaks Wealth Advisors LLC grew its holdings in JPMorgan Core Plus Bond ETF by 10.2% during the 2nd quarter. Twin Peaks Wealth Advisors LLC now owns 10,990 shares of the company’s stock valued at $516,000 after buying an additional 1,015 shares in the last quarter.

JPMorgan Core Plus Bond ETF Price Performance

BATS:JCPB opened at $46.92 on Tuesday. The company has a market cap of $6.89 billion, a price-to-earnings ratio of 60.35 and a beta of 0.24. JPMorgan Core Plus Bond ETF has a 1 year low of $45.56 and a 1 year high of $48.17. The stock’s 50 day simple moving average is $47.47 and its two-hundred day simple moving average is $47.54.

JPMorgan Core Plus Bond ETF Cuts Dividend

The firm also recently declared a monthly dividend, which was paid on Wednesday, March 4th. Investors of record on Monday, March 2nd were given a $0.1859 dividend. This represents a c) annualized dividend and a yield of 4.8%. The ex-dividend date was Monday, March 2nd.

About JPMorgan Core Plus Bond ETF

(Free Report)

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.