JPMorgan Core Plus Bond ETF $JCPB Stake Raised by Trademark Financial Management LLC

Trademark Financial Management LLC increased its holdings in JPMorgan Core Plus Bond ETF (BATS:JCPB) by 20.2% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 229,244 shares of the company’s stock after buying an additional 38,583 shares during the quarter. JPMorgan Core Plus Bond ETF comprises approximately 5.3% of Trademark Financial Management LLC’s investment portfolio, making the stock its 3rd largest holding. Trademark Financial Management LLC owned 0.16% of JPMorgan Core Plus Bond ETF worth $10,793,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of JCPB. Chapin Davis Inc. boosted its holdings in shares of JPMorgan Core Plus Bond ETF by 1.7% in the 4th quarter. Chapin Davis Inc. now owns 13,623 shares of the company’s stock valued at $645,000 after acquiring an additional 223 shares during the last quarter. Larson Financial Group LLC raised its holdings in shares of JPMorgan Core Plus Bond ETF by 16.6% during the fourth quarter. Larson Financial Group LLC now owns 2,315 shares of the company’s stock worth $110,000 after purchasing an additional 329 shares during the last quarter. Stonehearth Capital Management LLC raised its holdings in shares of JPMorgan Core Plus Bond ETF by 4.6% during the first quarter. Stonehearth Capital Management LLC now owns 7,576 shares of the company’s stock worth $357,000 after purchasing an additional 331 shares during the last quarter. Creative Financial Designs Inc. ADV raised its holdings in shares of JPMorgan Core Plus Bond ETF by 47.9% during the fourth quarter. Creative Financial Designs Inc. ADV now owns 1,034 shares of the company’s stock worth $49,000 after purchasing an additional 335 shares during the last quarter. Finally, Kingsview Wealth Management LLC lifted its position in JPMorgan Core Plus Bond ETF by 1.4% during the fourth quarter. Kingsview Wealth Management LLC now owns 25,945 shares of the company’s stock valued at $1,228,000 after purchasing an additional 350 shares during the period.

JPMorgan Core Plus Bond ETF Stock Performance

BATS:JCPB opened at $46.74 on Friday. JPMorgan Core Plus Bond ETF has a one year low of $46.21 and a one year high of $48.17. The firm has a market cap of $6.87 billion, a price-to-earnings ratio of 60.35 and a beta of 0.24. The firm’s fifty day moving average is $46.82 and its two-hundred day moving average is $47.21.

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.