VIDEO: ETF of the Week: JCPB
On this episode of the “ETF of the Week” podcast, VettaFi's Head of Research, Todd Rosenbluth, discussed the JPMorgan Core Plus Bond ETF (JCPB) with Chuck Jaffe of Money Life. The pair discussed several topics related to the ETF, in order to give investors a deeper understanding of it.
ETF of the Week: JPMorgan Core Plus Bond ETF (JCPB)
On this episode of the “ETF of the Week” podcast, VettaFi's Head of Research, Todd Rosenbluth, discussed the JPMorgan Core Plus Bond ETF (JCPB) with Chuck Jaffe of Money Life. For more news, information, and analysis, visit VettaFi | ETF Trends.
Building on Mutual Fund Success: Natixis Loomis Sayles Debuts 2 ETFs
On June 24, Natixis Investment Managers and Loomis Sayles & Company rolled out two new actively managed fixed income funds, the Natixis Loomis Sayles Total Return Bond ETF (LSTB) and the Natixis Loomis Sayles Dynamic Core Plus ETF (LSCP). Both funds launched with an expense ratio of 39 basis points.
JCPB: Much Improved Fixed Income ETF From JPMorgan
JPMorgan Core Plus Bond ETF is upgraded to 'Buy' after significant improvements in downside risk management and portfolio construction. JCPB now features a 6.1-year duration, 4.7% SEC yield, and 5.22% portfolio YTM, with 88% investment-grade exposure and $11B AUM. Active management enables JCPB to pivot amid macro volatility, outperforming peers in recent risk/reward metrics and aligning with current rate dynamics.
JCPB: Core Plus Bond Strategy
JCPB offers a diversified, actively managed bond portfolio with a core-plus strategy, balancing low-risk and high-yield exposures for enhanced income. Active management, robust risk controls, and use of derivatives help the fund navigate interest rate, duration, and inflation risks effectively. Current macro indicators suggest maintaining liquidity and flexibility, as yield curve dynamics and market liquidity remain uncertain.
JCPB: ETF Focused On Investment Grade Debt
JPMorgan Core Plus Bond ETF offers a 5% yield with a diversified portfolio of debt securities. The JCPB ETF has a relative low-risk profile, with over 78% of assets in investment grade securities. JCPB has suffered a moderate decay in asset value since its inception in 2019, but distribution growth has outpaced inflation.
The Case for Active Fixed Income in 2025
A new year means a new opportunity to refresh portfolios, all the way down to core allocations. For many investors, core allocations means finding a simple, passive fund.
JCPB: A Promising Active Bond Fund
Active management in the bond market may outperform passive strategies. JPMorgan Core Plus Bond ETF offers a dynamic approach to fixed-income investing with a diversified portfolio. The JCPB fund focuses on high-quality debt issues and has shown signs of outperformance compared to passive competitors.
