JPMorgan Active Bond ETF $JBND Stock Holdings Boosted by Simplicity Wealth LLC

Simplicity Wealth LLC raised its stake in shares of JPMorgan Active Bond ETF (NYSE:JBND) by 5.7% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 206,200 shares of the company’s stock after purchasing an additional 11,179 shares during the period. Simplicity Wealth LLC owned 0.12% of JPMorgan Active Bond ETF worth $10,541,000 at the end of the most recent quarter.

Several other institutional investors have also modified their holdings of the stock. Cornerstone Planning Group LLC raised its position in shares of JPMorgan Active Bond ETF by 103.0% during the 1st quarter. Cornerstone Planning Group LLC now owns 1,411 shares of the company’s stock worth $75,000 after purchasing an additional 716 shares during the last quarter. Cherry Tree Wealth Management LLC purchased a new position in JPMorgan Active Bond ETF in the 3rd quarter valued at about $101,000. Rockefeller Capital Management L.P. acquired a new stake in JPMorgan Active Bond ETF in the 4th quarter worth about $117,000. Capital Analysts LLC boosted its holdings in JPMorgan Active Bond ETF by 698.5% in the 2nd quarter. Capital Analysts LLC now owns 4,176 shares of the company’s stock worth $223,000 after buying an additional 3,653 shares during the last quarter. Finally, World Investment Advisors acquired a new stake in JPMorgan Active Bond ETF in the 4th quarter worth about $249,000.

JPMorgan Active Bond ETF Trading Down 0.2%

NYSE:JBND opened at $51.76 on Friday. The stock has a 50 day moving average of $51.86 and a two-hundred day moving average of $52.78. JPMorgan Active Bond ETF has a 12 month low of $50.70 and a 12 month high of $55.78.

About JPMorgan Active Bond ETF

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.