Base Wealth Management LLC Boosts Stake in JPMorgan Core Plus Bond ETF $JCPB

Base Wealth Management LLC lifted its stake in shares of JPMorgan Core Plus Bond ETF (BATS:JCPB) by 70.0% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 118,541 shares of the company’s stock after buying an additional 48,806 shares during the period. JPMorgan Core Plus Bond ETF makes up approximately 3.0% of Base Wealth Management LLC’s investment portfolio, making the stock its 12th biggest holding. Base Wealth Management LLC owned 0.08% of JPMorgan Core Plus Bond ETF worth $5,613,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in the stock. Sowell Financial Services LLC raised its stake in JPMorgan Core Plus Bond ETF by 105.3% in the 4th quarter. Sowell Financial Services LLC now owns 29,312 shares of the company’s stock worth $1,388,000 after acquiring an additional 15,031 shares during the last quarter. Voisard Asset Management Group Inc. grew its stake in JPMorgan Core Plus Bond ETF by 5.7% during the 4th quarter. Voisard Asset Management Group Inc. now owns 653,833 shares of the company’s stock valued at $30,959,000 after purchasing an additional 35,196 shares during the last quarter. Stewardship Concepts Financial Services LLC acquired a new position in shares of JPMorgan Core Plus Bond ETF in the fourth quarter valued at about $2,930,000. Ascent Group LLC raised its stake in shares of JPMorgan Core Plus Bond ETF by 4.5% in the fourth quarter. Ascent Group LLC now owns 58,343 shares of the company’s stock worth $2,763,000 after purchasing an additional 2,501 shares during the last quarter. Finally, Greenbush Financial Group LLC raised its stake in shares of JPMorgan Core Plus Bond ETF by 11.9% in the fourth quarter. Greenbush Financial Group LLC now owns 203,507 shares of the company’s stock worth $9,636,000 after purchasing an additional 21,597 shares during the last quarter.

JPMorgan Core Plus Bond ETF Price Performance

JPMorgan Core Plus Bond ETF stock opened at $46.99 on Monday. The stock has a 50-day moving average price of $47.44 and a 200 day moving average price of $47.51. The company has a market capitalization of $6.90 billion, a price-to-earnings ratio of 60.35 and a beta of 0.24. JPMorgan Core Plus Bond ETF has a 52 week low of $45.56 and a 52 week high of $48.17.

JPMorgan Core Plus Bond ETF Cuts Dividend

The firm also recently declared a monthly dividend, which was paid on Wednesday, March 4th. Shareholders of record on Monday, March 2nd were given a dividend of $0.1859 per share. The ex-dividend date of this dividend was Monday, March 2nd. This represents a c) dividend on an annualized basis and a yield of 4.7%.

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.