JPMorgan Core Plus Bond ETF (BATS:JCPB) Position Increased by Heritage Wealth Management Inc.

Posted by Teresa Graham on Mar 2nd, 2025

Heritage Wealth Management Inc. increased its position in shares of JPMorgan Core Plus Bond ETF (BATS:JCPB – Free Report) by 8.6% in the 4th quarter, Holdings Channel.com reports. The fund owned 34,448 shares of the company’s stock after buying an additional 2,720 shares during the quarter. Heritage Wealth Management Inc.’s holdings in JPMorgan Core Plus Bond ETF were worth $1,587,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. Contravisory Investment Management Inc. bought a new position in JPMorgan Core Plus Bond ETF during the fourth quarter valued at about $25,000. Creative Financial Designs Inc. ADV bought a new position in JPMorgan Core Plus Bond ETF during the third quarter valued at about $32,000. Transcendent Capital Group LLC bought a new position in JPMorgan Core Plus Bond ETF during the fourth quarter valued at about $33,000. Hantz Financial Services Inc. raised its holdings in JPMorgan Core Plus Bond ETF by 23,350.0% during the fourth quarter. Hantz Financial Services Inc. now owns 938 shares of the company’s stock valued at $43,000 after buying an additional 934 shares in the last quarter. Finally, LGT Financial Advisors LLC raised its holdings in JPMorgan Core Plus Bond ETF by 109.4% during the third quarter. LGT Financial Advisors LLC now owns 1,577 shares of the company’s stock valued at $76,000 after buying an additional 824 shares in the last quarter.

JPMorgan Core Plus Bond ETF Trading Up 3.5 %

BATS JCPB opened at $47.21 on Friday. The company’s fifty day moving average is $46.28 and its 200-day moving average is $46.99. The company has a market capitalization of $5.66 billion, a price-to-earnings ratio of 60.05 and a beta of 0.20.

JPMorgan Core Plus Bond ETF Cuts Dividend

The business also recently announced a dividend, which will be paid on Wednesday, March 5th. Shareholders of record on Monday, March 3rd will be issued a dividend of $0.1873 per share. The ex-dividend date is Monday, March 3rd.

JPMorgan Core Plus Bond ETF Profile

(Free Report)

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.