Kellett Wealth Advisors LLC Makes New $616,000 Investment in JPMorgan Core Plus Bond ETF $JCPB

Kellett Wealth Advisors LLC bought a new position in shares of JPMorgan Core Plus Bond ETF (NYSEARCA:JCPB) during the 3rd quarter, according to its most recent 13F filing with the SEC. The fund bought 13,761 shares of the company’s stock, valued at approximately $616,000.

Several other institutional investors also recently made changes to their positions in JCPB. Stonehearth Capital Management LLC increased its holdings in shares of JPMorgan Core Plus Bond ETF by 4.6% in the 1st quarter. Stonehearth Capital Management LLC now owns 7,576 shares of the company’s stock valued at $357,000 after purchasing an additional 331 shares in the last quarter. Nolet Wealth Management LLC lifted its stake in shares of JPMorgan Core Plus Bond ETF by 1.8% in the second quarter. Nolet Wealth Management LLC now owns 28,444 shares of the company’s stock valued at $1,335,000 after purchasing an additional 501 shares during the period. First Citizens Financial Corp boosted its holdings in JPMorgan Core Plus Bond ETF by 2.9% during the second quarter. First Citizens Financial Corp now owns 21,561 shares of the company’s stock worth $1,012,000 after buying an additional 600 shares in the last quarter. Semus Wealth Partners LLC boosted its holdings in JPMorgan Core Plus Bond ETF by 10.9% during the first quarter. Semus Wealth Partners LLC now owns 6,535 shares of the company’s stock worth $308,000 after buying an additional 642 shares in the last quarter. Finally, SHP Wealth Management purchased a new stake in JPMorgan Core Plus Bond ETF during the fourth quarter worth about $31,000.

JPMorgan Core Plus Bond ETF Trading Up 0.1%

Shares of JCPB opened at $44.86 on Thursday. The firm’s 50-day moving average is $45.60 and its two-hundred day moving average is $46.35. JPMorgan Core Plus Bond ETF has a twelve month low of $44.40 and a twelve month high of $48.17. The firm has a market capitalization of $15.63 billion, a P/E ratio of 60.35 and a beta of 0.26.

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.