Heritage Wealth Management Inc. boosted its position in JPMorgan Core Plus Bond ETF (BATS:JCPB – Free Report) by 23.5% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 31,728 shares of the company’s stock after purchasing an additional 6,046 shares during the period. Heritage Wealth Management Inc.’s holdings in JPMorgan Core Plus Bond ETF were worth $1,531,000 as of its most recent SEC filing.
Several other institutional investors have also modified their holdings of the company. Moss Adams Wealth Advisors LLC purchased a new position in shares of JPMorgan Core Plus Bond ETF in the third quarter worth approximately $77,951,000. Destiny Wealth Partners LLC lifted its holdings in shares of JPMorgan Core Plus Bond ETF by 268.5% in the second quarter. Destiny Wealth Partners LLC now owns 580,776 shares of the company’s stock valued at $26,907,000 after purchasing an additional 423,181 shares in the last quarter. Financial Connections Group Inc. acquired a new stake in shares of JPMorgan Core Plus Bond ETF in the second quarter worth $18,200,000. Cetera Investment Advisers grew its holdings in shares of JPMorgan Core Plus Bond ETF by 563.2% during the first quarter. Cetera Investment Advisers now owns 431,387 shares of the company’s stock valued at $20,122,000 after buying an additional 366,344 shares in the last quarter. Finally, Valeo Financial Advisors LLC purchased a new stake in JPMorgan Core Plus Bond ETF in the 3rd quarter worth about $17,332,000.
JPMorgan Core Plus Bond ETF Stock Performance
Shares of JCPB traded up $0.30 during midday trading on Friday, reaching $46.71. 1,384,842 shares of the stock were exchanged. The business has a 50-day simple moving average of $47.63 and a 200 day simple moving average of $46.93. The firm has a market cap of $3.01 billion, a P/E ratio of 2.20 and a beta of 0.17.
JPMorgan Core Plus Bond ETF Increases Dividend
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.
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