Heritage Wealth Management Inc. Has $5.43 Million Stock Position in JPMorgan Core Plus Bond ETF $JCPB

Heritage Wealth Management Inc. increased its stake in JPMorgan Core Plus Bond ETF (BATS:JCPB) by 50.9% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 114,608 shares of the company’s stock after acquiring an additional 38,649 shares during the quarter. JPMorgan Core Plus Bond ETF makes up 1.5% of Heritage Wealth Management Inc.’s holdings, making the stock its 9th largest holding. Heritage Wealth Management Inc.’s holdings in JPMorgan Core Plus Bond ETF were worth $5,427,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds also recently modified their holdings of the company. Whittier Trust Co. of Nevada Inc. increased its stake in JPMorgan Core Plus Bond ETF by 162.1% in the 4th quarter. Whittier Trust Co. of Nevada Inc. now owns 2,650 shares of the company’s stock worth $126,000 after purchasing an additional 1,639 shares in the last quarter. Lionsbridge Wealth Management LLC boosted its holdings in shares of JPMorgan Core Plus Bond ETF by 2.5% in the fourth quarter. Lionsbridge Wealth Management LLC now owns 78,565 shares of the company’s stock worth $3,720,000 after buying an additional 1,902 shares during the period. Independent Wealth Network Inc. boosted its holdings in shares of JPMorgan Core Plus Bond ETF by 11.5% in the fourth quarter. Independent Wealth Network Inc. now owns 21,779 shares of the company’s stock worth $1,031,000 after buying an additional 2,252 shares during the period. WBH Advisory Inc. increased its position in shares of JPMorgan Core Plus Bond ETF by 10.6% in the fourth quarter. WBH Advisory Inc. now owns 180,812 shares of the company’s stock worth $8,561,000 after acquiring an additional 17,343 shares in the last quarter. Finally, Nations Financial Group Inc. IA ADV increased its position in shares of JPMorgan Core Plus Bond ETF by 28.3% in the fourth quarter. Nations Financial Group Inc. IA ADV now owns 234,549 shares of the company’s stock worth $11,106,000 after acquiring an additional 51,677 shares in the last quarter.

JPMorgan Core Plus Bond ETF Stock Performance

Shares of BATS:JCPB opened at $47.16 on Friday. The company has a market cap of $6.93 billion, a PE ratio of 60.35 and a beta of 0.24. JPMorgan Core Plus Bond ETF has a 52 week low of $45.85 and a 52 week high of $48.17. The firm has a 50 day simple moving average of $47.38 and a 200 day simple moving average of $47.49.

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.