JPMorgan Active Bond ETF $JBND is Berger Financial Group Inc’s 3rd Largest Position

Berger Financial Group Inc raised its holdings in shares of JPMorgan Active Bond ETF (NYSEARCA:JBND) by 8.5% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,443,755 shares of the company’s stock after buying an additional 112,592 shares during the period. JPMorgan Active Bond ETF comprises 4.3% of Berger Financial Group Inc’s portfolio, making the stock its 3rd largest holding. Berger Financial Group Inc’s holdings in JPMorgan Active Bond ETF were worth $77,631,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Blue Trust Inc. boosted its stake in shares of JPMorgan Active Bond ETF by 1.0% during the 1st quarter. Blue Trust Inc. now owns 19,509 shares of the company’s stock worth $1,049,000 after acquiring an additional 196 shares during the last quarter. High Falls Advisors Inc increased its stake in shares of JPMorgan Active Bond ETF by 5.0% in the 4th quarter. High Falls Advisors Inc now owns 4,541 shares of the company’s stock worth $246,000 after purchasing an additional 218 shares in the last quarter. Latitude Advisors LLC raised its holdings in JPMorgan Active Bond ETF by 5.5% in the 1st quarter. Latitude Advisors LLC now owns 4,849 shares of the company’s stock worth $261,000 after purchasing an additional 254 shares during the period. Aptus Capital Advisors LLC raised its holdings in JPMorgan Active Bond ETF by 68.8% in the 4th quarter. Aptus Capital Advisors LLC now owns 802 shares of the company’s stock worth $43,000 after purchasing an additional 327 shares during the period. Finally, Prospect Financial Services LLC raised its holdings in JPMorgan Active Bond ETF by 8.2% in the 4th quarter. Prospect Financial Services LLC now owns 4,475 shares of the company’s stock worth $242,000 after purchasing an additional 340 shares during the period.

JPMorgan Active Bond ETF Stock Performance

NYSEARCA JBND opened at $53.28 on Friday. The business’s fifty day moving average is $53.38 and its 200 day moving average is $53.85. JPMorgan Active Bond ETF has a fifty-two week low of $52.71 and a fifty-two week high of $55.78.

JPMorgan Active Bond ETF Company Profile

The JPMorgan Active Bond ETF (JBND) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund is actively managed, investing in a diverse portfolio of U.S. dollar-denominated, investment grade bonds JBND was launched on Oct 11, 2023 and is issued by JPMorgan Chase.