Wiser Wealth Management Inc Has $56.33 Million Position in JPMorgan Core Plus Bond ETF $JCPB

Wiser Wealth Management Inc grew its stake in JPMorgan Core Plus Bond ETF (BATS:JCPB) by 6.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,189,548 shares of the company’s stock after purchasing an additional 68,958 shares during the period. JPMorgan Core Plus Bond ETF makes up approximately 12.5% of Wiser Wealth Management Inc’s holdings, making the stock its 2nd largest holding. Wiser Wealth Management Inc owned approximately 0.81% of JPMorgan Core Plus Bond ETF worth $56,325,000 as of its most recent SEC filing.

A number of other hedge funds have also modified their holdings of the stock. HB Wealth Management LLC grew its position in JPMorgan Core Plus Bond ETF by 34.2% in the third quarter. HB Wealth Management LLC now owns 10,425,820 shares of the company’s stock valued at $495,748,000 after acquiring an additional 2,659,142 shares during the period. Factory Mutual Insurance Co. lifted its holdings in shares of JPMorgan Core Plus Bond ETF by 81.8% during the third quarter. Factory Mutual Insurance Co. now owns 5,846,314 shares of the company’s stock valued at $277,992,000 after acquiring an additional 2,630,014 shares during the period. Wealth Enhancement Advisory Services LLC lifted its holdings 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 valued at $101,381,000 after acquiring an additional 1,840,452 shares during the period. Northwestern Mutual Wealth Management Co. boosted its stake in shares of JPMorgan Core Plus Bond ETF by 50.2% in the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 2,494,049 shares of the company’s stock valued at $118,592,000 after purchasing an additional 833,135 shares in the last quarter. Finally, Alpine Bank Wealth Management grew its holdings in shares of JPMorgan Core Plus Bond ETF by 84.3% in the 3rd quarter. Alpine Bank Wealth Management now owns 1,574,742 shares of the company’s stock worth $74,879,000 after purchasing an additional 720,527 shares during the last quarter.

JPMorgan Core Plus Bond ETF Stock Down 0.2%

Shares of JPMorgan Core Plus Bond ETF stock opened at $46.83 on Wednesday. JPMorgan Core Plus Bond ETF has a 12-month low of $45.56 and a 12-month high of $48.17. The stock has a market capitalization of $6.88 billion, a P/E ratio of 60.35 and a beta of 0.24. The company has a 50-day simple moving average of $47.53 and a 200 day simple moving average of $47.56.

JPMorgan Core Plus Bond ETF Cuts Dividend

The company also recently disclosed a monthly dividend, which was paid on Wednesday, March 4th. Stockholders of record on Monday, March 2nd were issued a dividend of $0.1859 per share. The ex-dividend date of this dividend was Monday, March 2nd. This represents a c) annualized dividend and a dividend yield of 4.8%.

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.