152,848 Shares in JPMorgan Core Plus Bond ETF $JCPB Bought by Kellett Wealth Advisors LLC

Kellett Wealth Advisors LLC bought a new stake in JPMorgan Core Plus Bond ETF (BATS:JCPB) during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm bought 152,848 shares of the company’s stock, valued at approximately $7,196,000. JPMorgan Core Plus Bond ETF comprises 3.9% of Kellett Wealth Advisors LLC’s investment portfolio, making the stock its 8th biggest position. Kellett Wealth Advisors LLC owned 0.10% of JPMorgan Core Plus Bond ETF at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also made changes to their positions in the company. Imprint Wealth LLC purchased a new stake in shares of JPMorgan Core Plus Bond ETF during the 3rd quarter worth approximately $30,000. SHP Wealth Management purchased a new stake in shares of JPMorgan Core Plus Bond ETF during the fourth quarter worth about $31,000. Root Financial Partners LLC raised its holdings in JPMorgan Core Plus Bond ETF by 486.3% in the 4th quarter. Root Financial Partners LLC now owns 727 shares of the company’s stock valued at $34,000 after acquiring an additional 603 shares during the last quarter. Fairway Wealth LLC acquired a new position in JPMorgan Core Plus Bond ETF in the fourth quarter valued at $35,000. Finally, Oak Harbor Wealth Partners LLC purchased a new position in shares of JPMorgan Core Plus Bond ETF during the 4th quarter worth about $36,000.

JPMorgan Core Plus Bond ETF Stock Performance

Shares of JPMorgan Core Plus Bond ETF stock opened at $46.52 on Monday. The stock has a market capitalization of $6.83 billion, a P/E ratio of 60.35 and a beta of 0.24. JPMorgan Core Plus Bond ETF has a twelve month low of $46.21 and a twelve month high of $48.17. The business’s fifty day moving average price is $46.76 and its 200 day moving average price is $47.18.

JPMorgan Core Plus Bond ETF Company 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.