BankPlus Wealth Management LLC Grows Stock Holdings in JPMorgan Core Plus Bond ETF $JCPB

BankPlus Wealth Management LLC increased its stake in JPMorgan Core Plus Bond ETF (BATS:JCPB) by 7.4% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 286,540 shares of the company’s stock after purchasing an additional 19,730 shares during the period. JPMorgan Core Plus Bond ETF accounts for 8.0% of BankPlus Wealth Management LLC’s portfolio, making the stock its 2nd largest holding. BankPlus Wealth Management LLC owned about 0.20% of JPMorgan Core Plus Bond ETF worth $13,625,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also recently bought and sold shares of JCPB. HB Wealth Management LLC boosted its position in JPMorgan Core Plus Bond ETF by 34.2% in the 3rd quarter. HB Wealth Management LLC now owns 10,425,820 shares of the company’s stock valued at $495,748,000 after buying an additional 2,659,142 shares during the last quarter. JPMorgan Chase & Co. lifted its stake in shares of JPMorgan Core Plus Bond ETF by 12.1% during the second quarter. JPMorgan Chase & Co. now owns 3,896,176 shares of the company’s stock valued at $183,354,000 after acquiring an additional 419,773 shares during the period. Legacy Wealth Management Inc boosted its holdings in JPMorgan Core Plus Bond ETF by 7.0% in the third quarter. Legacy Wealth Management Inc now owns 3,546,974 shares of the company’s stock valued at $168,659,000 after acquiring an additional 232,040 shares during the last quarter. Vestmark Advisory Solutions Inc. increased its position in JPMorgan Core Plus Bond ETF by 121.3% in the second quarter. Vestmark Advisory Solutions Inc. now owns 3,264,660 shares of the company’s stock worth $153,635,000 after purchasing an additional 1,789,454 shares during the period. Finally, Factory Mutual Insurance Co. raised its holdings in JPMorgan Core Plus Bond ETF by 49.5% during the 2nd quarter. Factory Mutual Insurance Co. now owns 3,216,300 shares of the company’s stock worth $151,359,000 after purchasing an additional 1,065,000 shares during the last quarter.

JPMorgan Core Plus Bond ETF Trading Up 3.7%

Shares of BATS JCPB opened at $47.28 on Wednesday. JPMorgan Core Plus Bond ETF has a 1 year low of $45.51 and a 1 year high of $48.54. The firm’s 50-day moving average is $47.52 and its 200-day moving average is $47.35. The firm has a market capitalization of $6.94 billion, a PE ratio of 60.35 and a beta of 0.24.

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.