Baldwin Wealth Partners LLC MA Boosts Position in JPMorgan Active Bond ETF $JBND

Baldwin Wealth Partners LLC MA lifted its holdings in shares of JPMorgan Active Bond ETF (NYSEARCA:JBND) by 3.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 1,456,617 shares of the company’s stock after purchasing an additional 53,745 shares during the period. JPMorgan Active Bond ETF accounts for 5.0% of Baldwin Wealth Partners LLC MA’s holdings, making the stock its 5th biggest holding. Baldwin Wealth Partners LLC MA owned about 1.44% of JPMorgan Active Bond ETF worth $78,759,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of the business. Sagespring Wealth Partners LLC raised its stake in JPMorgan Active Bond ETF by 2.0% during the fourth quarter. Sagespring Wealth Partners LLC now owns 548,417 shares of the company’s stock worth $29,653,000 after buying an additional 10,526 shares during the last quarter. TrueWealth Advisors LLC raised its holdings in shares of JPMorgan Active Bond ETF by 24.5% during the fourth quarter. TrueWealth Advisors LLC now owns 15,754 shares of the company’s stock valued at $852,000 after purchasing an additional 3,098 shares during the period. Park Avenue Securities LLC bought a new position in JPMorgan Active Bond ETF in the fourth quarter worth approximately $8,431,000. CGN Advisors LLC increased its stake in JPMorgan Active Bond ETF by 1.9% during the 4th quarter. CGN Advisors LLC now owns 281,089 shares of the company’s stock valued at $15,198,000 after purchasing an additional 5,354 shares in the last quarter. Finally, IFP Advisors Inc increased its position in shares of JPMorgan Active Bond ETF by 21.0% during the third quarter. IFP Advisors Inc now owns 58,909 shares of the company’s stock worth $3,190,000 after acquiring an additional 10,214 shares in the last quarter.

JPMorgan Active Bond ETF Trading Down 0.8%

Shares of JBND stock opened at $53.46 on Friday. JPMorgan Active Bond ETF has a one year low of $51.96 and a one year high of $55.78. The firm has a 50-day moving average of $54.25 and a 200-day moving average of $54.24.

JPMorgan Active Bond ETF Cuts Dividend

The firm also recently disclosed a monthly dividend, which was paid on Wednesday, March 4th. Investors of record on Monday, March 2nd were paid a $0.1734 dividend. This represents a c) dividend on an annualized basis and a yield of 3.9%. The ex-dividend date was Monday, March 2nd.

JPMorgan Active Bond ETF Profile

The JPMorgan Active Bond ETF (JBND) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund is actively managed, investing in a diverse portfolio of U.S. dollar-denominated, investment grade bonds JBND was launched on Oct 11, 2023 and is issued by JPMorgan Chase.