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JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

235 hedge funds and large institutions have $2.51B invested in JPMorgan Core Plus Bond ETF in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 131 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+25
Holders Change %
+11.9%
% of All Funds
3.41%
Holding in Top 10
37
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+23.33%
% of All Funds
0.54%
New
41
Increased
131
Reduced
54
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WWM
Wiser Wealth Management
Georgia
$40.4M
2
BWL
Bogart Wealth LLC
Virginia
$39.3M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$80.6M
4
GSAM
Grant Street Asset Management
Pennsylvania
$65.1M
5
MCIA
Mountain Capital Investment Advisors
Colorado
$28.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$38.6M
2
Bank of America
Bank of America
North Carolina
$319M
3
Stifel Financial
Stifel Financial
Missouri
$13.8M
4
OMC
Old Mission Capital
Illinois
$0
5
CHA
Cooper/Haims Advisors
New York
$9.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTI
226
Blue Trust Inc
Georgia
$18.1K +$18.1K +389 New
PNC Financial Services Group
227
PNC Financial Services Group
Pennsylvania
$13.2K +$13.2K +283 New
SL
228
Salomon & Ludwin
Virginia
$7.42K +$7.42K +159 New
FAM
229
Family Asset Management
South Carolina
$4.99K -$2.57K -55 -34%
TRCT
230
Tower Research Capital (TRC)
New York
$4.66K – – –
SWM
231
Spire Wealth Management
Virginia
$3.17K -$1.26K -27 -28%
CPA
232
Clear Point Advisors
New York
$2.33K – – –
Fidelity Investments
233
Fidelity Investments
Massachusetts
$373 -$32.2K -691 -99%
Wells Fargo
234
Wells Fargo
California
$62 +$62 +1 New
GI
235
Gradient Investments
Minnesota
$40 +$40 +1 New
OMC
236
Old Mission Capital
Illinois
– -$6.56M -139,425 Closed
Citadel Advisors
237
Citadel Advisors
Florida
– -$2.24M -47,573 Closed
CWA
238
Choice Wealth Advisors
Maine
– -$1.55M -32,920 Closed
FTUS
239
Flow Traders U.S.
New York
– -$1.4M -29,716 Closed
MCA
240
MSH Capital Advisors
Arizona
– -$909K -19,313 Closed
TC
241
TownSquare Capital
Utah
– -$855K -18,157 Closed
CSIA
242
Carl Stuart Investment Advisor
Texas
– -$835K -17,736 Closed
JWCA
243
J.W. Cole Advisors
Florida
– -$439K -9,327 Closed
DOA
244
D'Orazio & Associates
Virginia
– -$337K -7,166 Closed
HWM
245
HB Wealth Management
Georgia
– -$306K -6,509 Closed
PA
246
PFG Advisors
Arizona
– -$225K -4,787 Closed
PWP
247
Private Wealth Partners
California
– -$222K -4,725 Closed
WIP
248
WealthCare Investment Partners
Rhode Island
– -$210K -4,486 Closed
FSWA
249
Financial Synergies Wealth Advisors
Texas
– -$35.3K -769 Closed
JGCM
250
Joseph Group Capital Management
Ohio
– -$35K -743 Closed
7 8 9
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