Bogart Wealth LLC Has $73.94 Million Stake in JPMorgan Core Plus Bond ETF $JCPB

Bogart Wealth LLC raised its stake in shares of JPMorgan Core Plus Bond ETF (BATS:JCPB) by 4.0% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,570,632 shares of the company’s stock after buying an additional 59,750 shares during the quarter. JPMorgan Core Plus Bond ETF comprises about 2.8% of Bogart Wealth LLC’s investment portfolio, making the stock its 9th biggest holding. Bogart Wealth LLC’s holdings in JPMorgan Core Plus Bond ETF were worth $73,945,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also added to or reduced their stakes in the stock. Ascentis Independent Advisors bought a new position in JPMorgan Core Plus Bond ETF in the 1st quarter worth about $1,361,000. Core Wealth Advisors LLC lifted its stake in shares of JPMorgan Core Plus Bond ETF by 5.3% in the first quarter. Core Wealth Advisors LLC now owns 341,844 shares of the company’s stock worth $16,094,000 after buying an additional 17,287 shares in the last quarter. Walkner Condon Financial Advisors LLC grew its holdings in shares of JPMorgan Core Plus Bond ETF by 12.3% during the first quarter. Walkner Condon Financial Advisors LLC now owns 587,402 shares of the company’s stock valued at $27,655,000 after buying an additional 64,498 shares during the last quarter. Whitegate Investment Counselors Inc. grew its holdings in shares of JPMorgan Core Plus Bond ETF by 7.1% during the first quarter. Whitegate Investment Counselors Inc. now owns 159,003 shares of the company’s stock valued at $7,486,000 after buying an additional 10,609 shares during the last quarter. Finally, Beacon Financial Advisory LLC bought a new stake in shares of JPMorgan Core Plus Bond ETF during the first quarter valued at approximately $209,000.

JPMorgan Core Plus Bond ETF Price Performance

Shares of BATS JCPB opened at $46.74 on Monday. JPMorgan Core Plus Bond ETF has a twelve month low of $46.21 and a twelve month high of $48.17. The firm has a market cap of $6.87 billion, a P/E ratio of 60.35 and a beta of 0.24. The company has a 50 day moving average of $46.81 and a 200 day moving average of $47.21.

JPMorgan Core Plus Bond ETF 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.