Helen Stephens Group LLC Purchases 68,013 Shares of JPMorgan Core Plus Bond ETF $JCPB

Helen Stephens Group LLC grew its position in shares of JPMorgan Core Plus Bond ETF (BATS:JCPB) by 12.2% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 625,355 shares of the company’s stock after acquiring an additional 68,013 shares during the quarter. JPMorgan Core Plus Bond ETF comprises 6.6% of Helen Stephens Group LLC’s portfolio, making the stock its 5th biggest position. Helen Stephens Group LLC owned about 0.43% of JPMorgan Core Plus Bond ETF worth $29,736,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also modified their holdings of the company. Corient Private Wealth LLC increased its position in JPMorgan Core Plus Bond ETF by 22.2% during the 2nd quarter. Corient Private Wealth LLC now owns 318,057 shares of the company’s stock worth $14,968,000 after purchasing an additional 57,679 shares in the last quarter. Base Wealth Management LLC grew its stake in JPMorgan Core Plus Bond ETF by 9.5% during the second quarter. Base Wealth Management LLC now owns 66,022 shares of the company’s stock worth $3,107,000 after buying an additional 5,718 shares during the period. Valeo Financial Advisors LLC increased its position in shares of JPMorgan Core Plus Bond ETF by 10.3% in the second quarter. Valeo Financial Advisors LLC now owns 2,243,663 shares of the company’s stock worth $97,523,000 after acquiring an additional 209,501 shares in the last quarter. Total Investment Management Inc. acquired a new stake in shares of JPMorgan Core Plus Bond ETF in the second quarter worth $37,000. Finally, Orion Porfolio Solutions LLC raised its stake in shares of JPMorgan Core Plus Bond ETF by 146.3% in the 2nd quarter. Orion Porfolio Solutions LLC now owns 74,167 shares of the company’s stock valued at $3,490,000 after acquiring an additional 44,060 shares during the period.

JPMorgan Core Plus Bond ETF Trading Up 3.9%

BATS:JCPB opened at $47.37 on Tuesday. The firm’s fifty day simple moving average is $47.59 and its 200 day simple moving average is $47.17. JPMorgan Core Plus Bond ETF has a twelve month low of $45.51 and a twelve month high of $48.54. The firm has a market capitalization of $6.96 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.