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JPMorgan Core Plus Bond ETF

292 hedge funds and large institutions have $3.5B invested in JPMorgan Core Plus Bond ETF in 2024 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 183 increasing their positions, 43 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

326% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 43

292% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 13

26% more capital invested

Capital invested by funds: $2.77B → $3.5B (+$723M)

12% more funds holding

Funds holding: 260292 (+32)

6% more funds holding in top 10

Funds holding in top 10: 4750 (+3)

1.05% less ownership

Funds ownership: 84.54%83.49% (-1%)

Holders
292
Holders Change
+32
Holders Change %
+12.31%
% of All Funds
4.19%
Holding in Top 10
50
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.38%
% of All Funds
0.72%
New
51
Increased
183
Reduced
43
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SOS
226
Silver Oak Securities
Tennessee
$422K +$275K +5,784 +197%
PFS
227
Prospera Financial Services
Texas
$415K +$72.5K +1,526 +22%
Comerica Bank
228
Comerica Bank
Texas
$414K -$1.19K -25 -0.3%
Envestnet Portfolio Solutions
229
Envestnet Portfolio Solutions
Illinois
$406K +$33.2K +698 +9%
SPI
230
Sutton Place Investors
New York
$384K +$91.5K +1,926 +32%
Wealth Enhancement Advisory Services
231
Wealth Enhancement Advisory Services
Minnesota
$383K +$377K +7,945 New
GIA
232
Gladstone Institutional Advisory
Florida
$377K +$2.85K +60 +0.8%
US Bancorp
233
US Bancorp
Minnesota
$348K -$19.9K -419 -5%
SHJ
234
Sharkey, Howes & Javer
Colorado
$347K +$4.56K +96 +1%
Wells Fargo
235
Wells Fargo
California
$341K -$481K -10,124 -59%
DA
236
Dover Advisors
Virginia
$338K +$333K +7,000 New
TI
237
TrueMark Investments
Illinois
$336K +$330K +6,956 New
GS
238
GTS Securities
New York
$335K +$330K +6,953 New
AFP
239
Ausdal Financial Partners
Iowa
$310K +$30.4K +640 +11%
SCM
240
Stonehearth Capital Management
Massachusetts
$309K +$4.04K +85 +1%
FF
241
Financial Futures
New Jersey
$309K -$489K -10,297 -62%
CL
242
Choreo LLC
Illinois
$307K
TI
243
Tidal Investments
Wisconsin
$297K +$1.19K +25 +0.4%
DOA
244
D'Orazio & Associates
Virginia
$270K +$55.6K +1,170 +26%
GWM
245
Geneos Wealth Management
Colorado
$270K -$1.95K -41 -0.7%
LW
246
Linscomb Wealth
Texas
$269K -$333 -7 -0.1%
FWP
247
Firethorn Wealth Partners
Georgia
$269K +$45.8K +964 +21%
C1AG
248
Client 1st Advisory Group
Florida
$267K +$263K +5,531 New
WSFS
249
Wilmington Savings Fund Society
Delaware
$260K +$256K +5,387 New
SWP
250
Semus Wealth Partners
Florida
$256K +$19.3K +407 +8%

JCPB Hedge Fund Activity: Q3 2024 in Review

292 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Core Plus Bond ETF (JCPB) for Q3 2024, worth a combined $3.5B — up 26% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new JCPB positions and 13 closed out — a net gain of 38 holders — while 183 added to existing stakes and 43 trimmed.

The largest buyer was Moss Adams Wealth Advisors, opening a new position worth an estimated $76.8M. The largest seller was Mountain Capital Investment Advisors, exiting entirely with an estimated $31.4M sold.

  • 292 institutional investors held JPMorgan Core Plus Bond ETF (JCPB) as of Q3 2024, up from 260 in Q2 2024.
  • Funds reported $3.5B of JPMorgan Core Plus Bond ETF stock for Q3 2024, up 26% quarter-over-quarter.
  • 51 funds opened new JPMorgan Core Plus Bond ETF positions in Q3 2024 and 13 closed out, a net change of +38 holders.
  • The largest JPMorgan Core Plus Bond ETF buyer in Q3 2024 was Moss Adams Wealth Advisors, an estimated $76.8M added.
  • The largest JPMorgan Core Plus Bond ETF seller in Q3 2024 was Mountain Capital Investment Advisors, an estimated $31.4M sold.

Based on aggregated 13F filings for Q3 2024.