JPMorgan Core Plus Bond ETF $JCPB is Forum Private Client Group LLC’s Largest Position

Forum Private Client Group LLC boosted its stake in JPMorgan Core Plus Bond ETF (BATS:JCPB) by 5.0% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 595,658 shares of the company’s stock after acquiring an additional 28,302 shares during the period. JPMorgan Core Plus Bond ETF accounts for about 10.8% of Forum Private Client Group LLC’s holdings, making the stock its biggest position. Forum Private Client Group LLC owned about 0.41% of JPMorgan Core Plus Bond ETF worth $28,032,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also recently modified their holdings of JCPB. HB Wealth Management LLC raised its holdings in shares of JPMorgan Core Plus Bond ETF by 105.6% in the 2nd quarter. HB Wealth Management LLC now owns 7,766,678 shares of the company’s stock worth $365,500,000 after purchasing an additional 3,988,832 shares during the period. Summit Financial Strategies Inc. grew its holdings in JPMorgan Core Plus Bond ETF by 1,774.7% during the first quarter. Summit Financial Strategies Inc. now owns 1,926,980 shares of the company’s stock valued at $90,645,000 after purchasing an additional 1,824,189 shares during the period. Vestmark Advisory Solutions Inc. increased its position in JPMorgan Core Plus Bond ETF by 121.3% in the second quarter. Vestmark Advisory Solutions Inc. now owns 3,264,660 shares of the company’s stock worth $153,635,000 after buying an additional 1,789,454 shares during the last quarter. HighTower Advisors LLC raised its stake in shares of JPMorgan Core Plus Bond ETF by 97.7% in the first quarter. HighTower Advisors LLC now owns 2,804,192 shares of the company’s stock valued at $131,909,000 after buying an additional 1,385,428 shares during the period. Finally, Savant Capital LLC lifted its position in shares of JPMorgan Core Plus Bond ETF by 153.3% during the 2nd quarter. Savant Capital LLC now owns 1,871,288 shares of the company’s stock valued at $88,063,000 after buying an additional 1,132,471 shares during the last quarter.

JPMorgan Core Plus Bond ETF Stock Performance

JCPB stock opened at $47.62 on Friday. The stock has a fifty day moving average of $47.60 and a 200-day moving average of $47.02. JPMorgan Core Plus Bond ETF has a fifty-two week low of $45.51 and a fifty-two week high of $48.54. The company has a market capitalization of $6.99 billion, a price-to-earnings ratio of 60.35 and a beta of 0.24.

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.