Wiser Wealth Management Inc Increases Stake in JPMorgan Core Plus Bond ETF $JCPB

Wiser Wealth Management Inc boosted its holdings in shares of JPMorgan Core Plus Bond ETF (BATS:JCPB) by 6.2% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 1,189,548 shares of the company’s stock after acquiring an additional 68,958 shares during the period. JPMorgan Core Plus Bond ETF accounts for 12.5% of Wiser Wealth Management Inc’s portfolio, making the stock its 2nd largest position. Wiser Wealth Management Inc’s holdings in JPMorgan Core Plus Bond ETF were worth $56,325,000 as of its most recent SEC filing.

A number of other large investors also recently made changes to their positions in the stock. Clarity Wealth Advisors LLC lifted its holdings in shares of JPMorgan Core Plus Bond ETF by 17.0% during the 3rd quarter. Clarity Wealth Advisors LLC now owns 191,243 shares of the company’s stock valued at $9,094,000 after purchasing an additional 27,822 shares in the last quarter. Choice Wealth Advisors LLC bought a new position in JPMorgan Core Plus Bond ETF during the fourth quarter worth about $16,033,000. Arbor Trust Wealth Advisors LLC grew its holdings in JPMorgan Core Plus Bond ETF by 6.1% during the third quarter. Arbor Trust Wealth Advisors LLC now owns 232,033 shares of the company’s stock worth $11,033,000 after purchasing an additional 13,244 shares during the period. Captrust Financial Advisors increased its position in JPMorgan Core Plus Bond ETF by 5.4% during the third quarter. Captrust Financial Advisors now owns 1,312,993 shares of the company’s stock worth $62,433,000 after buying an additional 67,551 shares during the last quarter. Finally, Aspen Wealth Management LLC raised its stake in JPMorgan Core Plus Bond ETF by 13.0% in the fourth quarter. Aspen Wealth Management LLC now owns 706,710 shares of the company’s stock valued at $33,463,000 after buying an additional 81,355 shares during the period.

JPMorgan Core Plus Bond ETF Stock Down 0.2%

JCPB opened at $46.83 on Wednesday. JPMorgan Core Plus Bond ETF has a 12-month low of $45.56 and a 12-month high of $48.17. The business has a 50 day moving average of $47.53 and a 200-day moving average of $47.56. The stock has a market cap of $6.88 billion, a price-to-earnings ratio of 60.35 and a beta of 0.24.

JPMorgan Core Plus Bond ETF Cuts Dividend

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

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.