Capstone Wealth Management Inc. Makes New Investment in JPMorgan Core Plus Bond ETF $JCPB

Capstone Wealth Management Inc. acquired a new stake in JPMorgan Core Plus Bond ETF (BATS:JCPB) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 17,820 shares of the company’s stock, valued at approximately $844,000. JPMorgan Core Plus Bond ETF accounts for approximately 0.7% of Capstone Wealth Management Inc.’s investment portfolio, making the stock its 23rd largest holding.

A number of other institutional investors and hedge funds have also made changes to their positions in the business. Choice Wealth Advisors LLC acquired a new position in shares of JPMorgan Core Plus Bond ETF during the fourth quarter valued at approximately $16,033,000. Captrust Financial Advisors increased its position in shares of JPMorgan Core Plus Bond ETF by 5.4% during the third quarter. Captrust Financial Advisors now owns 1,312,993 shares of the company’s stock worth $62,433,000 after purchasing an additional 67,551 shares in the last quarter. Arbor Trust Wealth Advisors LLC increased its position in shares of JPMorgan Core Plus Bond ETF by 6.1% during the third quarter. Arbor Trust Wealth Advisors LLC now owns 232,033 shares of the company’s stock worth $11,033,000 after purchasing an additional 13,244 shares in the last quarter. Aspen Wealth Management LLC raised its stake in JPMorgan Core Plus Bond ETF by 13.0% in the 4th quarter. Aspen Wealth Management LLC now owns 706,710 shares of the company’s stock valued at $33,463,000 after purchasing an additional 81,355 shares during the last quarter. Finally, Voisard Asset Management Group Inc. lifted its holdings in JPMorgan Core Plus Bond ETF by 5.7% in 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 in the last quarter.

JPMorgan Core Plus Bond ETF Stock Up 0.2%

JPMorgan Core Plus Bond ETF stock opened at $46.87 on Friday. The company has a fifty day simple moving average of $46.88 and a 200-day simple moving average of $47.25. The firm has a market capitalization of $6.89 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 $46.21 and a 52-week high of $48.17.

About JPMorgan Core Plus Bond ETF

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.