JPMorgan Core Plus Bond ETF (BATS:JCPB) is Helen Stephens Group LLC’s 6th Largest Position

Helen Stephens Group LLC increased its position in JPMorgan Core Plus Bond ETF (BATS:JCPB) by 157.6% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 466,590 shares of the company’s stock after buying an additional 285,475 shares during the period. JPMorgan Core Plus Bond ETF accounts for about 6.4% of Helen Stephens Group LLC’s holdings, making the stock its 6th largest holding. Helen Stephens Group LLC’s holdings in JPMorgan Core Plus Bond ETF were worth $21,496,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Legacy Wealth Management Inc boosted its stake in shares of JPMorgan Core Plus Bond ETF by 13.4% in the third quarter. Legacy Wealth Management Inc now owns 3,019,083 shares of the company’s stock valued at $145,641,000 after purchasing an additional 355,683 shares during the period. JPMorgan Chase & Co. grew its stake in shares of JPMorgan Core Plus Bond ETF by 14.3% during the third quarter. JPMorgan Chase & Co. now owns 2,234,376 shares of the company’s stock valued at $107,786,000 after acquiring an additional 279,898 shares in the last quarter. Janney Montgomery Scott LLC increased its position in shares of JPMorgan Core Plus Bond ETF by 21.8% during the third quarter. Janney Montgomery Scott LLC now owns 1,650,938 shares of the company’s stock worth $79,641,000 after acquiring an additional 295,082 shares during the last quarter. Moss Adams Wealth Advisors LLC acquired a new position in shares of JPMorgan Core Plus Bond ETF in the third quarter worth about $77,951,000. Finally, Grant Street Asset Management Inc. boosted its holdings in JPMorgan Core Plus Bond ETF by 6.7% in the third quarter. Grant Street Asset Management Inc. now owns 1,528,095 shares of the company’s stock valued at $73,715,000 after purchasing an additional 95,419 shares during the last quarter.

JPMorgan Core Plus Bond ETF Price Performance

JCPB stock opened at $46.12 on Friday. The firm has a market capitalization of $2.97 billion, a P/E ratio of 2.20 and a beta of 0.17. The stock’s fifty day moving average is $46.46 and its 200 day moving average is $47.07.

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.