JPMorgan Core Plus Bond ETF $JCPB is Valeo Financial Advisors LLC’s 9th Largest Position

Valeo Financial Advisors LLC boosted its stake in JPMorgan Core Plus Bond ETF (BATS:JCPB) by 7.6% in the 2nd quarter, according to its most recent filing with the SEC. The fund owned 3,126,531 shares of the company’s stock after purchasing an additional 220,479 shares during the period. JPMorgan Core Plus Bond ETF comprises approximately 2.8% of Valeo Financial Advisors LLC’s portfolio, making the stock its 9th largest position. Valeo Financial Advisors LLC’s holdings in JPMorgan Core Plus Bond ETF were worth $138,113,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in JCPB. Imprint Wealth LLC acquired a new position in JPMorgan Core Plus Bond ETF during the third quarter worth $30,000. SHP Wealth Management acquired a new stake in shares of JPMorgan Core Plus Bond ETF in the fourth quarter valued at $31,000. Root Financial Partners LLC raised its holdings in shares of 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 buying an additional 603 shares during the period. Fairway Wealth LLC purchased a new stake in shares of JPMorgan Core Plus Bond ETF in the 4th quarter valued at $35,000. Finally, Oak Harbor Wealth Partners LLC purchased a new stake in shares of JPMorgan Core Plus Bond ETF in the 4th quarter valued at $36,000.

JPMorgan Core Plus Bond ETF Trading Up 0.2%

JCPB opened at $46.27 on Friday. The stock’s 50-day moving average price is $46.59 and its 200 day moving average price is $47.01. JPMorgan Core Plus Bond ETF has a 12-month low of $46.04 and a 12-month high of $48.17. The firm has a market cap of $6.80 billion, a price-to-earnings ratio of 60.35 and a beta of 0.24.

About JPMorgan Core Plus Bond ETF

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.