Bogart Wealth LLC Boosts Stock Position in JPMorgan Core Plus Bond ETF $JCPB

Bogart Wealth LLC grew its position in shares of JPMorgan Core Plus Bond ETF (BATS:JCPB) by 4.0% during the first quarter, according to its most recent filing with the SEC. The firm owned 1,570,632 shares of the company’s stock after acquiring an additional 59,750 shares during the period. JPMorgan Core Plus Bond ETF comprises about 2.8% of Bogart Wealth LLC’s holdings, making the stock its 9th largest holding. Bogart Wealth LLC owned about 1.07% of JPMorgan Core Plus Bond ETF worth $73,945,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. HB Wealth Management LLC boosted its position in shares of JPMorgan Core Plus Bond ETF by 16.5% during the first quarter. HB Wealth Management LLC now owns 14,422,179 shares of the company’s stock valued at $676,223,000 after purchasing an additional 2,042,169 shares in the last quarter. Bank of America Corp DE raised its holdings in JPMorgan Core Plus Bond ETF by 4.4% in the third quarter. Bank of America Corp DE now owns 8,414,956 shares of the company’s stock worth $400,131,000 after purchasing an additional 355,956 shares in the last quarter. Morgan Stanley lifted its position in JPMorgan Core Plus Bond ETF by 51.3% during the fourth quarter. Morgan Stanley now owns 6,423,061 shares of the company’s stock valued at $304,132,000 after buying an additional 2,177,142 shares during the period. Raymond James Financial Inc. lifted its position in JPMorgan Core Plus Bond ETF by 21.9% during the fourth quarter. Raymond James Financial Inc. now owns 4,767,284 shares of the company’s stock valued at $225,731,000 after buying an additional 855,996 shares during the period. Finally, JPMorgan Chase & Co. boosted its holdings in shares of JPMorgan Core Plus Bond ETF by 12.4% during the 4th quarter. JPMorgan Chase & Co. now owns 4,480,965 shares of the company’s stock valued at $212,174,000 after buying an additional 493,653 shares in the last quarter.

JPMorgan Core Plus Bond ETF Price Performance

BATS:JCPB opened at $46.74 on Monday. The firm’s 50-day moving average price is $46.81 and its 200-day moving average price is $47.21. The company has a market capitalization of $6.87 billion, a PE ratio of 60.35 and a beta of 0.24. JPMorgan Core Plus Bond ETF has a 1-year low of $46.21 and a 1-year 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.