Wiser Wealth Management Inc Has $46.36 Million Stock Holdings in JPMorgan Core Plus Bond ETF $JCPB

Wiser Wealth Management Inc lifted its stake in JPMorgan Core Plus Bond ETF (BATS:JCPB) by 3.8% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 985,192 shares of the company’s stock after purchasing an additional 35,897 shares during the quarter. JPMorgan Core Plus Bond ETF accounts for approximately 11.6% of Wiser Wealth Management Inc’s holdings, making the stock its 2nd biggest position. Wiser Wealth Management Inc owned approximately 0.67% of JPMorgan Core Plus Bond ETF worth $46,363,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. HB Wealth Management LLC lifted its stake in shares of JPMorgan Core Plus Bond ETF by 105.6% in the second quarter. HB Wealth Management LLC now owns 7,766,678 shares of the company’s stock worth $365,500,000 after buying an additional 3,988,832 shares in the last quarter. Factory Mutual Insurance Co. purchased a new position in JPMorgan Core Plus Bond ETF in the 1st quarter worth approximately $101,197,000. Summit Financial Strategies Inc. lifted its position in JPMorgan Core Plus Bond ETF by 1,774.7% in the 1st quarter. Summit Financial Strategies Inc. now owns 1,926,980 shares of the company’s stock valued at $90,645,000 after acquiring an additional 1,824,189 shares in the last quarter. First Pacific Financial purchased a new stake in JPMorgan Core Plus Bond ETF during the 1st quarter valued at $77,126,000. Finally, HighTower Advisors LLC increased its holdings in shares of JPMorgan Core Plus Bond ETF by 97.7% in the 1st quarter. HighTower Advisors LLC now owns 2,804,192 shares of the company’s stock worth $131,909,000 after purchasing an additional 1,385,428 shares in the last quarter.

JPMorgan Core Plus Bond ETF Price Performance

JCPB stock opened at $47.47 on Thursday. The stock has a market capitalization of $6.97 billion, a P/E ratio of 60.35 and a beta of 0.24. JPMorgan Core Plus Bond ETF has a 1-year low of $45.51 and a 1-year high of $48.54. The business has a fifty day moving average price of $47.21 and a 200-day moving average price of $46.76.

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.