JPMorgan Core Plus Bond ETF $JCPB is Forum Private Client Group LLC’s 2nd Largest Position

Forum Private Client Group LLC grew its position in JPMorgan Core Plus Bond ETF (BATS:JCPB) by 5.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 641,397 shares of the company’s stock after purchasing an additional 31,287 shares during the period. JPMorgan Core Plus Bond ETF comprises about 10.3% of Forum Private Client Group LLC’s portfolio, making the stock its 2nd largest position. Forum Private Client Group LLC owned about 0.44% of JPMorgan Core Plus Bond ETF worth $30,370,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Choice Wealth Advisors LLC bought a new position in JPMorgan Core Plus Bond ETF during the fourth quarter valued at about $16,033,000. Captrust Financial Advisors increased its holdings in JPMorgan Core Plus Bond ETF by 5.4% during the third quarter. Captrust Financial Advisors now owns 1,312,993 shares of the company’s stock worth $62,433,000 after buying an additional 67,551 shares during the last quarter. Arbor Trust Wealth Advisors LLC increased its holdings in JPMorgan Core Plus Bond ETF by 6.1% during the third quarter. Arbor Trust Wealth Advisors LLC now owns 232,033 shares of the company’s stock worth $11,033,000 after buying an additional 13,244 shares during the last quarter. Aspen Wealth Management LLC increased its holdings in JPMorgan Core Plus Bond ETF by 13.0% during the fourth quarter. Aspen Wealth Management LLC now owns 706,710 shares of the company’s stock worth $33,463,000 after buying an additional 81,355 shares during the last quarter. Finally, Voisard Asset Management Group Inc. increased its holdings in JPMorgan Core Plus Bond ETF by 5.7% during the fourth quarter. Voisard Asset Management Group Inc. now owns 653,833 shares of the company’s stock worth $30,959,000 after buying an additional 35,196 shares during the last quarter.

JPMorgan Core Plus Bond ETF Stock Performance

BATS JCPB opened at $46.56 on Thursday. JPMorgan Core Plus Bond ETF has a 52-week low of $45.85 and a 52-week high of $48.17. The company has a 50-day simple moving average of $47.00 and a 200 day simple moving average of $47.37. The company has a market capitalization of $6.84 billion, a PE ratio of 60.35 and a beta of 0.24.

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.