JPMorgan Core Plus Bond ETF $JCPB is Bogart Wealth LLC’s 9th Largest Position

Bogart Wealth LLC increased its holdings in JPMorgan Core Plus Bond ETF (BATS:JCPB) by 3.7% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 1,510,882 shares of the company’s stock after purchasing an additional 53,360 shares during the quarter. JPMorgan Core Plus Bond ETF accounts for about 2.9% of Bogart Wealth LLC’s holdings, making the stock its 9th largest holding. Bogart Wealth LLC owned 1.03% of JPMorgan Core Plus Bond ETF worth $71,540,000 as of its most recent SEC filing.

A number of other hedge funds also recently bought and sold shares of the business. Clarity Wealth Advisors LLC grew its stake in JPMorgan Core Plus Bond ETF by 17.0% in the 3rd quarter. Clarity Wealth Advisors LLC now owns 191,243 shares of the company’s stock valued at $9,094,000 after acquiring an additional 27,822 shares during the period. Choice Wealth Advisors LLC acquired a new position in JPMorgan Core Plus Bond ETF during the fourth quarter worth $16,033,000. Captrust Financial Advisors raised 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 acquiring an additional 67,551 shares during the period. Arbor Trust Wealth Advisors LLC lifted 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 valued at $11,033,000 after purchasing an additional 13,244 shares in the last quarter. Finally, Aspen Wealth Management LLC lifted its holdings in JPMorgan Core Plus Bond ETF by 13.0% during the fourth quarter. Aspen Wealth Management LLC now owns 706,710 shares of the company’s stock valued at $33,463,000 after purchasing an additional 81,355 shares in the last quarter.

JPMorgan Core Plus Bond ETF Stock Down 0.0%

Shares of BATS JCPB opened at $47.13 on Wednesday. The firm has a market cap of $6.92 billion, a price-to-earnings ratio of 60.35 and a beta of 0.24. The company’s 50-day simple moving average is $47.30 and its 200-day simple moving average is $47.48. JPMorgan Core Plus Bond ETF has a 52-week low of $45.85 and a 52-week high of $48.17.

About JPMorgan Core Plus Bond ETF

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.