827,192 Shares in JPMorgan Core Plus Bond ETF $JCPB Bought by Avidian Wealth Enterprises LLC

Avidian Wealth Enterprises LLC purchased a new position in shares of JPMorgan Core Plus Bond ETF (NYSEARCA:JCPB) during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 827,192 shares of the company’s stock, valued at approximately $37,042,000. JPMorgan Core Plus Bond ETF makes up about 1.0% of Avidian Wealth Enterprises LLC’s investment portfolio, making the stock its 20th largest holding.

A number of other institutional investors have also modified their holdings of the company. HB Wealth Management LLC boosted its stake in shares of JPMorgan Core Plus Bond ETF by 16.5% in the first quarter. HB Wealth Management LLC now owns 14,422,179 shares of the company’s stock valued at $676,223,000 after purchasing an additional 2,042,169 shares during the period. Legacy Wealth Management LLC increased its holdings in shares of JPMorgan Core Plus Bond ETF by 4.9% in the 2nd quarter. Legacy Wealth Management LLC now owns 4,057,660 shares of the company’s stock valued at $190,467,000 after acquiring an additional 190,026 shares during the last quarter. Mariner LLC raised its position in shares of JPMorgan Core Plus Bond ETF by 23.6% during the 4th quarter. Mariner LLC now owns 3,632,956 shares of the company’s stock worth $172,020,000 after acquiring an additional 694,145 shares in the last quarter. Janney Montgomery Scott LLC lifted its stake in JPMorgan Core Plus Bond ETF by 27.5% during the first quarter. Janney Montgomery Scott LLC now owns 3,568,823 shares of the company’s stock worth $168,020,000 after purchasing an additional 769,266 shares during the last quarter. Finally, Valeo Financial Advisors LLC purchased a new stake in JPMorgan Core Plus Bond ETF during the third quarter worth approximately $140,086,000.

JPMorgan Core Plus Bond ETF Stock Up 0.2%

JPMorgan Core Plus Bond ETF stock traded up $0.10 during mid-day trading on Thursday, hitting $44.73. The company had a trading volume of 1,491,177 shares, compared to its average volume of 2,029,008. The stock has a market cap of $15.30 billion, a price-to-earnings ratio of 60.35 and a beta of 0.26. JPMorgan Core Plus Bond ETF has a 1 year low of $44.40 and a 1 year high of $48.17. The business has a fifty day moving average of $45.74 and a 200 day moving average of $46.43.

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.