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JPMorgan Core Plus Bond ETFJPMorgan Core Plus Bond ETFJPMorgan Core Plus Bond ETF

JPMorgan Core Plus Bond ETF

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Overview
Analysis Holdings Discussions Technicals Seasonals

JCPB chart


Full chart

Key stats


Assets under management (AUM)
‪6.28 B‬ USD
Fund flows (1Y)
‪3.27 B‬ USD
Dividend yield (indicated)
5.08%
Discount/Premium to NAV
0.3%
Shares outstanding
‪134.00 M‬
Expense ratio
0.38%

About JPMorgan Core Plus Bond ETF


Issuer
JP Morgan Chase
Brand
JPMorgan
Home page
am.jpmorgan.com
Inception date
Jan 28, 2019
Structure
Open-Ended Fund
Index tracked
No Underlying Index
Management style
Active
Dividend treatment
Distributes
Distribution tax treatment
Ordinary income
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
JPMorgan Investment Management, Inc.
Distributor
JPMorgan Distribution Services, Inc.
JCPB is a fixed income fund that allows itself a very wide variety of bonds in its portfolio to pursue a high level of current income. The ETF is actively-managed, and will consist of at least 65% investment grade securities, allowing for up to 35% below-investment grade, including distressed debt. The funds weighted average maturity will range between 5 and 20 years, and does not limit the geography or currency of its constituents. The fund may invest a significant portion of its assets in mortgage-related and mortgage-backed securities at the advisers discretion.

Classification


Asset Class
Fixed income
Category
Broad market, broad-based
Focus
Broad credit
Niche
Broad maturities
Strategy
Active
Geography
Global
Weighting scheme
Proprietary
Selection criteria
Proprietary

JCPB analysis


What's in the fund
Exposure type
StocksBonds, Cash & Other
Securitized
Corporate
Cash
Stock breakdown by region
0.1%0.9%82%14%0.8%0.6%0.7%
Top 10 holdings

Technicals


Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy

Seasonals


Displays a symbol's price movements over previous years to identify recurring trends.

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