JCPB

J.P. Morgan$46.86-0.30 (-0.65%)
AUM $10.54BER 0.38%NAV $47.00Holdings 2,515

Price Chart

Key Statistics

Previous Close

$47.16

Day Range

$46.78$47.01

52-Week Range

$45.90$48.14

Avg Volume

1.6M

Dividend Yield

4.88%

Expense Ratio

0.38%

AUM

$10.54B

Shares Outstanding

221.3M

ETF Grades

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Sector Breakdown

SectorWeight %
Cash & Others44.04%
Communication Services16.18%
Technology12.44%
Financial Services11.17%
Real Estate4.62%
Healthcare3.50%
Utilities2.57%
Energy1.86%
Consumer Cyclical1.46%
Industrials1.17%
Consumer Defensive0.54%
Basic Materials0.45%

Country Allocation

CountryWeight %
Other55.14%
United States37.79%
United Kingdom1.83%
France1.00%
Ireland0.52%
Canada0.51%
Spain0.33%
Netherlands0.26%
Mexico0.24%
Switzerland0.24%
Italy0.18%
Japan0.17%
Luxembourg0.17%
Argentina0.11%
Egypt0.10%
Colombia0.10%
Ivory Coast0.10%
South Africa0.08%
Cayman Islands0.08%
Kenya0.06%
Jordan0.06%
Pakistan0.06%
Paraguay0.06%
Singapore0.06%
Nigeria0.06%
Germany0.06%
El Salvador0.05%
Ecuador0.05%
Suriname0.05%
Turkey0.05%
Dominican Republic0.05%
Bermuda0.04%
Romania0.04%
Brazil0.03%
Norway0.03%
Morocco0.03%
Guatemala0.02%
Bahamas0.02%
Honduras0.02%
Denmark0.02%
Angola0.02%
China0.02%
Benin0.02%
Sweden0.02%
Australia0.01%
Belgium0.01%
Austria0.01%
Uzbekistan0.01%
Panama0.01%
Trinidad and Tobago0.01%
Costa Rica0.01%
Peru0.01%
Montenegro0.01%
Finland0.00%
Taiwan0.00%
New Zealand0.00%

Fund Information

Inception Date
Jan 28, 2019
Exchange
BATS
Description
As a matter of non-fundamental policy, the fund will ordinarily invest at least 80% of its assets in bonds. The fund's average weighted maturity will ordinarily range between five and twenty years. The balance of the fund's assets are not required to meet any minimum quality rating although the fund will not, under normal circumstances, invest more than 30% of its assets in below investment grade securities (or the unrated equivalent).

Similar ETFs

SymbolNameAUM
BNDVanguard Total Bond Market ETF$389.20B
VWOVanguard FTSE Emerging Markets ETF$151.80B
AGGiShares Core U.S. Aggregate Bond ETF$139.38B
SGOViShares 0-3 Month Treasury Bond ETF$78.18B
BSVVanguard Short-Term Bond ETF$69.20B

The JPMorgan Core Plus Bond ETF (JCPB) is an exchange-traded fund issued by J.P. Morgan that launched on Jan 28, 2019. It currently manages $10.54B in assets under management. The fund charges an expense ratio of 0.38%. The fund holds 2515 securities in its portfolio. It falls under the Cash & Others category.

Top 10 holdings represent 14.7% of the fund

RankSymbolNameWeight %SharesMarket Value
1JPMORGAN U.S. GOVERNMENT7.74%843,847,980$843.8M
2TUNITED 3.625% 08/293.65%399,565,000$397.4M
3FNCLTBA UMBS SINGLE 5.5%0.97%105,000,000$105.7M
4CASH0.41%-44,732,806$-44732806
5FHLMC MSCR FLT 01/510.37%38,154,232$40.2M
6COLLATERAL USD0.37%40,142,000$40.1M
7FRUMBS MORTPASS 5% 07/530.34%37,297,980$37.5M
8FNUMBS MORTPASS 3% 07/520.31%38,304,330$33.9M
9GNRGNMA 2024-197 BN 3% 05/510.29%34,466,350$32.1M
10TBA GNMA2 SINGLE 5%0.28%31,025,000$30.8M
11BMD2 RE-REMIC ZERO 05/520.27%36,191,500$29.2M
12DIVERSIFIED 9.75% 04/290.26%29,250,000$28.8M
13MULTIFAMILY FLT 11/530.25%23,685,000$27.2M
14SUNITED STATES ZERO 05/310.24%32,559,000$26.6M
15WFCWELLS FARGO & VAR 01/310.24%25,360,000$25.9M
Page 1 of 51

Detailed Returns

PeriodReturnETF
1D
-0.65%
1W
-0.53%
1M
-2.08%
3M
-1.32%
6M
-1.35%
YTD
-0.98%
1Y
-0.33%
3Y
-0.27%
5Y
-12.88%

Moving Averages

20-Day MA

$47.58

Below 20-Day MA
50-Day MA

$47.55

Below 50-Day MA
200-Day MA

$47.29

Below 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$48.14

Current Price

$46.86

52-Week Low

$45.90

$45.90$48.14

Current Yield

4.88%

Annual Dividend

$0.7637

Frequency

12x/year

Last Ex-Date

Mar 2, 2026

Dividend History

Ex-DateAmountPay Date
Mar 2, 2026$0.1859Mar 4, 2026
Feb 2, 2026$0.1973Feb 4, 2026
Dec 31, 2025$0.1902Jan 5, 2026
Dec 1, 2025$0.1904Dec 3, 2025
Nov 3, 2025$0.1918Nov 5, 2025
Oct 1, 2025$0.1977Oct 3, 2025
Sep 2, 2025$0.1990Sep 4, 2025
Aug 1, 2025$0.1950Aug 5, 2025
Jul 1, 2025$0.1906Jul 3, 2025
Jun 2, 2025$0.1943Jun 4, 2025
May 1, 2025$0.2057May 5, 2025
Apr 1, 2025$0.1874Apr 3, 2025
Mar 3, 2025$0.1873Mar 5, 2025
Feb 3, 2025$0.1921Feb 5, 2025
Dec 31, 2024$0.1962Jan 3, 2025
Dec 2, 2024$0.1974Dec 4, 2024
Nov 1, 2024$0.2029Nov 5, 2024
Oct 1, 2024$0.1957Oct 3, 2024
Sep 3, 2024$0.2049Sep 5, 2024
Aug 1, 2024$0.1986Aug 5, 2024

Dividend Payments Over Time

Category Comparison

MetricJCPBCash & Others(1028 ETFs)Corporate Bond(397 ETFs)
Fund Info
Expense Ratio0.38%0.61%0.39%
AUM$10.54B$2.65B$1.89B
Dividend Yield4.88%9.45%5.48%
Avg Volume1.6M1.7M900.5K
Holdings2,515367618
Performance
1-Month Return-1.45%+1.28%-1.71%
6-Month Return-1.12%-2.90%-2.08%
YTD Return-0.39%+0.16%-1.02%
1-Year Return+0.73%-0.16%+0.16%

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