JPMorgan Core Plus Bond ETF $JCPB is Walkner Condon Financial Advisors LLC’s 3rd Largest Position

Walkner Condon Financial Advisors LLC boosted its stake in JPMorgan Core Plus Bond ETF (BATS:JCPB) by 12.3% in the 1st quarter, Holdings Channel reports. The firm owned 587,402 shares of the company’s stock after purchasing an additional 64,498 shares during the period. JPMorgan Core Plus Bond ETF comprises about 3.6% of Walkner Condon Financial Advisors LLC’s portfolio, making the stock its 3rd largest holding. Walkner Condon Financial Advisors LLC’s holdings in JPMorgan Core Plus Bond ETF were worth $27,655,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in JCPB. OpenArc Corporate Advisory LLC acquired a new position in JPMorgan Core Plus Bond ETF during the 4th quarter worth about $200,929,000. Dynasty Wealth Management LLC acquired a new position in JPMorgan Core Plus Bond ETF in the 4th quarter valued at about $176,371,000. Morgan Stanley increased its stake in JPMorgan Core Plus Bond ETF by 51.3% during the fourth quarter. Morgan Stanley now owns 6,423,061 shares of the company’s stock worth $304,132,000 after purchasing an additional 2,177,142 shares during the period. HB Wealth Management LLC increased its stake in JPMorgan Core Plus Bond ETF by 16.5% during the first quarter. HB Wealth Management LLC now owns 14,422,179 shares of the company’s stock worth $676,223,000 after purchasing an additional 2,042,169 shares during the period. Finally, Wealth Enhancement Advisory Services LLC lifted its position in shares of JPMorgan Core Plus Bond ETF by 618.7% during the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 2,137,936 shares of the company’s stock worth $101,381,000 after purchasing an additional 1,840,452 shares in the last quarter.

JPMorgan Core Plus Bond ETF Stock Performance

Shares of JCPB opened at $46.74 on Friday. The company’s 50-day simple moving average is $46.81 and its 200-day simple moving average is $47.21. JPMorgan Core Plus Bond ETF has a 1 year low of $46.21 and a 1 year high of $48.17. The stock has a market capitalization of $6.87 billion, a PE ratio of 60.35 and a beta of 0.24.

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.