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JPMorgan Core Plus Bond ETF

JCPB
$--
Today’s Change
-- (--)

Snapshot
*

Inception Date
Jan 28 2019
Expense Ratio
0.40%
Type
US Bonds
Fund Owner
JPMorgan Chase
Volume (1m avg. daily)
$8,250,737
AUM
$1,429,604,849
Associated Index
None
Inverse/Leveraged
No
Passive/Active
Active
Fractionable on Composer
Yes
Prospectus

Top 10 Holdings

n/a
UNITED STATES 4% 11/42
2.34%
n/a
UNITED 4.125% 11/32
1.14%
n/a
UNITED 1.25% 09/28
1.12%
n/a
TBA GNMA2 SINGLE 5.5%
0.85%
n/a
UNITED 1.125% 10/26
0.74%
n/a
UNITED 2.375% 05/51
0.67%
n/a
UNITED 2.875% 05/32
0.57%
n/a
UNITED 3.875% 01/26
0.57%
n/a
UNITED STATES 4% 11/52
0.51%
n/a
FNMA MORTPASS 1.93% 01/32
0.50%
Invest with JCPB

What is JCPB?

The Fund may principally invest in corporate bonds, U.S. treasury obligations and other U.S. government and agency securities and asset-backed, mortgage-related and mortgage-backed securities. The Fund also may invest in debt securities rated below investment grade (i.e., high yield or junk bonds) or the unrated equivalent, includ-ing from foreign and emerging markets. The investment seeks a high level of current income by investing primarily in a diversified portfolio of high-, medium- and low-grade debt securities. As a matter of non-fundamental policy, the fund will ordinarily invest at least 80% of its assets in bonds. The funds average weighted maturity will ordinarily range between five and twenty years.

ETFs related toJCPB

ETFs correlated to JCPB include UNIY, AGGY, DBND

JCPB
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF
UNIY
WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund
AGGY
WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
DBND
DoubleLine ETF Trust - DoubleLine Opportunistic Bond ETF
FLCB
Franklin Templeton ETF Trust - Franklin U.S. Core Bond ETF
BBAG
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Aggregate Bond ETF
SPAB
SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
BND
Vanguard Group, Inc. - Vanguard Total Bond Market ETF
BKAG
BNY Mellon ETF Trust - BNY Mellon Core Bond ETF
AGG
BlackRock Institutional Trust Company N.A. - iShares Core U.S. Aggregate Bond ETF
SCHZ
Schwab Strategic Trust - Schwab US Aggregate Bond ETF

What is ETF correlation?

Correlation is a measure of the strength of the relationship between two ETFs. It quantifies the degree to which prices of the two ETFs typically move together.

Here, correlation is measured over the past year with the Pearson correlation coefficient (Pearon’s r), which ranges from -1 to 1.

Using ETF correlations in portfolio and strategy construction

ETF correlations can help you create investing strategies and portfolios. Use them to:

  • Build a diversified portfolio from uncorrelated or inversely correlated ETFs with the aim of minimizing portfolio risk.
  • Compare correlated or related ETFs to find one with a lower expense ratio or higher trading volume.
  • Create an investing strategy that hedges an ETF with an uncorrelated or inversely correlated ETF.

Automated Strategies
Related toJCPB

#PTAC

Pick the Trending Asset Class

Category

Momentum, Tactical Asset Allocation, Be Risk Aware, Ride the Momentum

Risk Rating

Moderate

#DPE

Diversify with Private Equity

Category

Getting Started, Go Global, Diversification

Risk Rating

Moderate

Create your own algorithmic trading strategy with JCPB using Composer

FAQ

JCPB is a US Bonds ETF. The Fund may principally invest in corporate bonds, U.S. treasury obligations and other U.S. government and agency securities and asset-backed, mortgage-related and mortgage-backed securities. The Fund also may invest in debt securities rated below investment grade (i.e., high yield or junk bonds) or the unrated equivalent, includ-ing from foreign and emerging markets. The investment seeks a high level of current income by investing primarily in a diversified portfolio of high-, medium- and low-grade debt securities. As a matter of non-fundamental policy, the fund will ordinarily invest at least 80% of its assets in bonds. The funds average weighted maturity will ordinarily range between five and twenty years.

Yes, JCPB is actively managed. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.

No, JCPB is not passively managed. It is actively managed. A passively managed fund typically tries to track or follow a market index. In an actively managed fund, the fund manager makes decisions about how funds are invested.

The 1-month return on JCPB is -0.0084%. This is the percent change in the value of JCPB over the most recent 1-month period. The 3-month return on JCPB is -0.022%. This is the percent change in the value of JCPB over the most recent 3-month period.

The standard deviation of JCPB for the past year is 0.0642%. Standard deviation is the typical amount that the daily returns vary from the mean of the returns over the time period, standardized to a period of a year.

ETFs similar to JCPB include BSV, GBF, and GVI.

ETFs correlated to JCPB include UNIY, AGGY, and DBND.

ETFs that are inversely correlated to JCPB include PST, TBX, and TTT.

Disclaimers

*

We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

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