3,724,827 Shares in JPMorgan Core Plus Bond ETF $JCPB Purchased by Dynasty Wealth Management LLC

Dynasty Wealth Management LLC purchased a new stake in shares of JPMorgan Core Plus Bond ETF (BATS:JCPB) during the 4th quarter, according to its most recent filing with the SEC. The institutional investor purchased 3,724,827 shares of the company’s stock, valued at approximately $176,371,000. JPMorgan Core Plus Bond ETF comprises about 1.7% of Dynasty Wealth Management LLC’s investment portfolio, making the stock its 18th largest holding. Dynasty Wealth Management LLC owned about 2.54% of JPMorgan Core Plus Bond ETF as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in JCPB. Imprint Wealth LLC bought a new stake in JPMorgan Core Plus Bond ETF in the third quarter worth about $30,000. Root Financial Partners LLC grew its stake in shares of JPMorgan Core Plus Bond ETF by 486.3% during the fourth quarter. Root Financial Partners LLC now owns 727 shares of the company’s stock valued at $34,000 after buying an additional 603 shares during the last quarter. Fairway Wealth LLC bought a new position in shares of JPMorgan Core Plus Bond ETF during the fourth quarter valued at approximately $35,000. Oak Harbor Wealth Partners LLC purchased a new stake in shares of JPMorgan Core Plus Bond ETF in the fourth quarter worth approximately $36,000. Finally, Creative Financial Designs Inc. ADV raised its holdings in shares of JPMorgan Core Plus Bond ETF by 47.9% in the fourth quarter. Creative Financial Designs Inc. ADV now owns 1,034 shares of the company’s stock worth $49,000 after buying an additional 335 shares during the period.

JPMorgan Core Plus Bond ETF Stock Performance

Shares of JCPB stock opened at $46.76 on Wednesday. The stock has a 50 day moving average price of $46.93 and a 200 day moving average price of $47.33. JPMorgan Core Plus Bond ETF has a 52-week low of $46.10 and a 52-week high of $48.17. The firm has a market capitalization of $6.87 billion, a P/E ratio of 60.35 and a beta of 0.24.

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.