J

JCPB: Traded Fund Trust JPMorgan Core Plus Bond ETF

ETF

About

JCPB was created on 2019-01-28 by JPMorgan. The fund's investment portfolio concentrates primarily on broad credit fixed income. The ETF currently has 5907.55m in AUM and 2387 holdings. JCPB is an actively-managed ETF consisting of a broad array of fixed income securities.

Website
am.jpmorgan.com
Inception Date
01/28/2019
Asset Class
Fixed Income
Investment Segment
Broad Credit

Current Value

$47.40

1 Year Return

$1.45
3.16%
Created with Highcharts 11.4.822 Apr20 May17 Jun15 Jul12 Aug9 Sep7 Oct4 Nov2 Dec30 Dec27 Jan24 Feb24 Mar$44$45$46$47$48$49

Key Details

Assets Under Management

$6.16B

Div Yield %

5.00%

P/E Ratio

-

Net Asset Value

$47.04

Expense Ratio

0.38%

1Y ETF Return

0.08%

Strategies that include JCPB

Create your own
strategy with

JCPB
Three dimensional double logo

Holdings

JCPB - Traded Fund Trust JPMorgan Core Plus Bond ETF contains 2344 holdings. The top holdings include

Name
Weight
-

10.67%

-

1.85%

-

1.48%

-

1.45%

-

1%

-

1%

-

0.9%

7
7007943

NT UNITED 1.25% 09/28

0.87%

7
7008431

NT UNITED STATES 4% 11/42

0.83%

-

0.77%

7
7008878

NT UNITED STATES 4.5% 11/33

0.69%

7
7007970

NT UNITED 1.125% 10/26

0.57%

7
7009288

NT UNITED 3.625% 08/29

0.43%

7
7008115

NT UNITED 2.375% 03/29

0.39%

7
7007730

NT UNITED 2.375% 05/51

0.39%

7
7005737

NT UNITED STATES 3% 02/47

0.38%

-

0.38%

-

0.38%

-

0.33%

-

0.32%

-

0.28%

7
7005957

NT UNITED 3.375% 11/48

0.28%

-

0.27%

7
7006515

NT UNITED STATES 3% 08/48

0.26%

7
7008893

NT UNITED 4.75% 11/43

0.24%

-

0.24%

-

0.23%

7
7003887

NT UNITED 3.75% 11/43

0.22%

-

0.22%

-

0.22%

Sector
Weight

Energy

0.00%

Information Technology

0.00%

Stock's related to JCPB

The stocks that are correlated to JCPB - Traded Fund Trust JPMorgan Core Plus Bond ETF are AMT, SBAC, PSA, CUBE, FTS

Name
Correlation
Market Cap
Return % (1 Year)
Div Yield %
A
AMTAmerican Tower Corp.
54.45%$106.67B+19.91%2.81%
S
SBACSBA Communications Corp.
53.86%$24.85B+7.99%1.74%
P
PSAPublic Storage
52.30%$51.70B+5.02%4.09%
C
CUBECubeSmart
49.31%$9.36B-8.16%5.11%
F
FTSFortis, Inc.
48.59%$23.63B+21.15%3.70%
N
NSANational Storage Affiliates Trust
46.29%$2.86B+0.27%6.04%
F
FCPTFour Corners Property Trust, Inc.
46.15%$2.84B+20.77%4.94%
E
EXRExtra Space Storage, Inc.
45.97%$30.56B-0.25%4.57%
F
FAFFirst American Financial Corp.
45.44%$6.68B+7.49%3.39%
N
NTSTNetSTREIT Corp.
45.04%$1.28B-11.05%5.38%
A
AGNCAGNC Investment Corp.
44.61%$8.55B-3.21%15.78%
R
RKTRocket Cos., Inc.
44.24%$2.08B+11.98%0.00%
P
PFSIPennyMac Financial Services, Inc.
42.84%$5.29B+17.02%1.08%
N
NGGNational Grid Plc
42.70%$67.96B+1.73%5.08%
N
NNNNNN REIT, Inc.
42.14%$7.88B+0.99%5.54%
T
TUTELUS Corp.
42.12%$22.01B-8.90%7.84%
A
AWKAmerican Water Works Co., Inc.
41.71%$29.63B+26.23%2.00%
S
SAFESafehold, Inc.
41.59%$1.27B-9.32%4.03%
A
ARRARMOUR Residential REIT, Inc.
41.30%$1.31B-14.98%18.07%
E
EFXEquifax, Inc.
41.12%$28.93B-8.03%0.70%

ETF's related to JCPB

The ETFs that are correlated to JCPB - Traded Fund Trust JPMorgan Core Plus Bond ETF are IUSB, BND, AGG, SPAB, EAGG

Name
Correlation
AUM
Expense Ratio
I
IUSBiShares Core Total USD Bond Market ETF
98.91%$33.03B0.06%
B
BNDVanguard Total Bond Market ETF
98.75%$128.05B0.03%
A
AGGiShares Core U.S. Aggregate Bond ETF
98.72%$124.91B0.03%
S
SPABSPDR Portfolio Aggregate Bond ETF
98.55%$8.33B0.03%
E
EAGGiShares ESG Aware U.S. Aggregate Bond ETF
98.31%$3.79B0.1%
B
BIVVanguard Intermediate Term Bond ETF
98.30%$22.30B0.03%
F
FBNDFidelity Total Bond ETF
98.12%$18.74B0.36%
S
SCHZSchwab US Aggregate Bond ETF
98.06%$8.56B0.03%
A
AVIGAvantis Core Fixed Income ETF
98.02%$1.10B0.15%
F
FIXDTraded Fund VIII First Trust TCW Opportunistic Fixed Income ETF
97.88%$3.97B0.65%
I
IEFiShares 7 10 Year Treasury Bond ETF
97.87%$35.19B0.15%
U
UTENUS Treasury 10 Year Note ETF
97.68%$188.23M0.15%
B
BBAGTraded Fund Trust JPMorgan BetaBuilders U.S. Aggregate Bond ETF
97.59%$1.09B0.03%
D
DFCFDimensional Core Fixed Income ETF
97.59%$6.65B0.17%
B
BKAGBNY Mellon Core Bond ETF
97.45%$1.98B0%
V
VCRBVanguard Core Bond ETF
97.29%$2.55B0.1%
I
IBTOiShares iBonds Dec 2033 Term Treasury ETF
97.13%$333.65M0.07%
I
IBTMiShares iBonds Dec 2032 Term Treasury ETF
96.89%$311.74M0.07%
U
UITBVictoryShares Core Intermediate Bond ETF
96.84%$2.40B0.39%
J
JBNDTraded Fund Trust JPMorgan Active Bond ETF
96.83%$1.74B0.25%

News

SeekingAlpha

How Investors Should Approach Sweeping U.S. Tariffs, Global Fallout

SeekingAlpha

We are facing the war in Gaza, the war in Ukraine, inflation and President Trump's tariffs. You might want to sell some stuff going into April 2, but I would not be buying anything now.

SeekingAlpha

Discover the Capital Group Core Plus Income ETF offering a 5% yield, low risk, and one of the lowest expense ratios. Click here to find out why CGCP ETF is a Hold.

SeekingAlpha

JPMorgan Core Plus Bond ETF: A 5% yield with a low-risk, diversified bond portfolio. Click here to find out why JCPB ETF is a Hold.

SeekingAlpha

Andres Rincon, Managing Director and Head of ETF Sales and Strategy, TD Securities, discusses how investors are positioning themselves as market volatility picks up.

SeekingAlpha

U.S. stocks tumbled last week – now up about 3% for the year, versus nearly 9% in Europe. We see markets reflecting tariff concerns and an evolving AI story. Click to read.

Disclaimer

Information on this page is obtained from our data provider, Xignite, an unaffiliated third party. Double believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate. We also show information based on calculations performed by Double using data from our provider. Double believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.

Zero expense ratio
index investing

Company

Resources

Popular ETFs

ETF Comparisons

© Double Finance, 2024

Double is a registered investment adviser with the US Securities and Exchange Commission (SEC). While such registration does not imply a certain level of skill, it does require us to follow federal regulations that protect you, the investor. By law, we must provide investment advice that is in the best interest of our client. Please refer to Double's Form CRS for important additional information.

The publicly available portions of the Platform (i.e., the sections of the Platform that are available to individuals who are not party to a Client Agreement - including double.finance) are provided for educational purposes only and are not intended to provide legal, tax, or financial planning advice. To the extent that any of the content published on publicly available portions of the Platform may be deemed to be investment advice, such information is impersonal and not tailored to the investment needs of any specific person. Nothing on the publicly available portions of the Platform should be construed as a solicitation or offer, or recommendation, to buy or sell any security. All charts, figures, and graphs on the publicly available websites are for illustrative purposes only. Before investing, you should consider whether any investment, investment strategy, security, other asset, or related transaction is appropriate for you based on your personal investment objectives, financial circumstances, and risk tolerance. You are also encouraged to consult your legal, tax, or investment professional regarding your specific situation. Registration does not imply a certain level of skill or training.

Investing involves risk. The value of your investment will fluctuate, and you may gain or lose money.

The contents of the Platform may contain forward-looking statements that are based on management's beliefs, assumptions, current expectations, estimates, and projections about the financial industry, the economy, or Global Predictions itself. Forward-looking statements are not guarantees of the underlying expected actions or future performance and future results may differ significantly from those anticipated by the forward-looking statements. Therefore, actual results and outcomes may materially differ from what may be expressed or forecasted in such forward-looking statements.

¹ Data as of July 2024.

² Availability of tax loss harvesting depends on portfolio diversity.

³ As of November 8, 2024. The optional Cash Sweep program takes the cash sitting in your brokerage account and moves it to an FDIC-insured interest-earning deposit account. The current yield is 1.0%, rates subject to change at any time. The cash sweep program is made available in coordination with Apex Clearing Corporation. Please read the Important Disclosures for more information.

⁴ This analysis calculator tool is for illustrative purposes only and is not financial advice. We do not guarantee the accuracy of the results or their relevance to your particular circumstances. This calculator uses hypothetical historical data and does not take into account the effect of taxes on a taxable account. Hypothetical historical data is no guarantee of future performance and this calculator is not intended to predict actual performance. The input of different time periods, amounts, and fees will vary calculator results. Average ETF fee is based on the AUM weighted average of US ETFs as of September 2024, see more information. Note that you can purchase ETFs through Double, which may incur additional fees.

Full pricing details along with an FAQ can be found here

Data displayed in charts and graphics above are for illustrative purposes only and do not reflect actual investment results and are not a guarantee of future results.

By using double.finance, you accept our and . Double is only available to US residents.

See Double Finance Form ADV Part IIA for additional information. Double does not guarantee that the results of its advice, recommendations, or the objectives of its direct index or cash management strategies will be achieved. We make no assurance that the investment process will consistently lead to successful investing. Before you invest, you should carefully review and consider your investment objectives as well as the risks, charges, and expenses of the underlying securities. There is at least a $1,000 account minimum required to participate in Double's strategies, although some strategies may have higher minimums.

Double does not provide tax, or legal advice. Double's website, brokerage, and advisory services are not intended for persons of any jurisdiction where Double is not authorized to do business. Tax savings will vary from client to client due to many factors including market conditions, tax characteristics of securities, client-imposed investment restrictions, client tax rate or status, and changes in tax regulations.

0% Expense Ratios with TLH

We offer over 50 indexes with zero expense ratios.

Registration will take about 10 seconds