Capstone Wealth Management Inc. Makes New Investment in JPMorgan Short Duration Core Plus ETF $JSCP

by · The Markets Daily

Capstone Wealth Management Inc. bought a new position in JPMorgan Short Duration Core Plus ETF (NYSEARCA:JSCP – Free Report) in the 4th quarter, Holdings Channel.com reports. The institutional investor bought 20,965 shares of the company’s stock, valued at approximately $997,000. JPMorgan Short Duration Core Plus ETF comprises approximately 0.9% of Capstone Wealth Management Inc.’s portfolio, making the stock its 22nd biggest holding.

Several other institutional investors have also recently made changes to their positions in JSCP. EP Wealth Advisors LLC bought a new stake in shares of JPMorgan Short Duration Core Plus ETF during the fourth quarter valued at approximately $101,684,000. JPMorgan Chase & Co. raised its holdings in JPMorgan Short Duration Core Plus ETF by 3.2% in the fourth quarter. JPMorgan Chase & Co. now owns 1,794,460 shares of the company’s stock worth $85,339,000 after purchasing an additional 55,424 shares in the last quarter. CWM LLC raised its holdings in JPMorgan Short Duration Core Plus ETF by 6.3% in the fourth quarter. CWM LLC now owns 897,404 shares of the company’s stock worth $42,678,000 after purchasing an additional 53,273 shares in the last quarter. Roberts Wealth Advisors LLC raised its holdings in JPMorgan Short Duration Core Plus ETF by 33.7% in the fourth quarter. Roberts Wealth Advisors LLC now owns 497,126 shares of the company’s stock worth $23,642,000 after purchasing an additional 125,393 shares in the last quarter. Finally, Apella Capital LLC lifted its position in JPMorgan Short Duration Core Plus ETF by 2.9% during the fourth quarter. Apella Capital LLC now owns 462,858 shares of the company’s stock valued at $22,012,000 after buying an additional 13,019 shares during the period.

JPMorgan Short Duration Core Plus ETF Trading Up 0.1%

Shares of JPMorgan Short Duration Core Plus ETF stock opened at $47.03 on Friday. JPMorgan Short Duration Core Plus ETF has a 12 month low of $46.87 and a 12 month high of $47.87. The firm has a market capitalization of $1.42 billion, a P/E ratio of 8.12 and a beta of 0.12. The business has a fifty day simple moving average of $47.14 and a two-hundred day simple moving average of $47.39.

About JPMorgan Short Duration Core Plus ETF

(Free Report)

The JPMorgan Short Duration Core Plus ETF (JSCP) is an exchange-traded fund that mostly invests in broad credit fixed income. The fund is an actively managed fund that invests in a portfolio of global fixed income securities of varying credit quality, and aims for a duration of three years or less. JSCP was launched on Mar 1, 2021 and is managed by JPMorgan Chase.

See Also

Want to see what other hedge funds are holding JSCP? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for JPMorgan Short Duration Core Plus ETF (NYSEARCA:JSCP – Free Report).