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JPMorgan Core Plus Bond ETF

324 hedge funds and large institutions have $4.01B invested in JPMorgan Core Plus Bond ETF in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 178 increasing their positions, 69 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 19

158% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 69

15% more capital invested

Capital invested by funds: $3.5B → $4.01B (+$512M)

14% more funds holding in top 10

Funds holding in top 10: 5057 (+7)

11% more funds holding

Funds holding: 292324 (+32)

1.56% less ownership

Funds ownership: 83.49%81.93% (-1.6%)

Holders
324
Holders Change
+32
Holders Change %
+10.96%
% of All Funds
4.27%
Holding in Top 10
57
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14%
% of All Funds
0.75%
New
59
Increased
178
Reduced
69
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAWA
226
Palo Alto Wealth Advisors
California
$780K +$255K +5,443 +48%
Lido Advisors
227
Lido Advisors
California
$759K -$7.83K -167 -1%
GWM
228
Greenwich Wealth Management
Connecticut
$757K +$770K +16,421 New
SFM
229
Signet Financial Management
New Jersey
$744K +$74.1K +1,581 +11%
SPC
230
Sigma Planning Corp
Michigan
$707K -$12.1K -259 -2%
IWN
231
Independent Wealth Network
Iowa
$670K +$231K +4,919 +51%
OIA
232
OneDigital Investment Advisors
Kansas
$650K +$97.8K +2,087 +17%
CSPIA
233
Cary Street Partners Investment Advisory
Virginia
$618K +$629K +13,407 New
PFS
234
Prospera Financial Services
Texas
$564K +$171K +3,638 +42%
AWM
235
Axxcess Wealth Management
California
$557K -$166K -3,550 -23%
MFG
236
Mosaic Financial Group
Illinois
$554K +$5.06K +108 +0.9%
AWP
237
Axis Wealth Partners
Rhode Island
$545K +$554K +11,824 New
ASN
238
Advisory Services Network
Georgia
$531K +$58.1K +1,239 +12%
LSPW
239
Lake Street Private Wealth
Illinois
$502K +$95.6K +2,039 +23%
Envestnet Portfolio Solutions
240
Envestnet Portfolio Solutions
Illinois
$502K +$116K +2,472 +29%
AIM
241
Anchor Investment Management
South Carolina
$493K
UWM
242
USAdvisors Wealth Management
Minnesota
$493K -$12.7K -271 -2%
IA
243
IFP Advisors
Florida
$490K -$22.5K -479 -4%
AG
244
Ascent Group
Virginia
$480K +$20.5K +438 +4%
PAG
245
Private Advisor Group
New Jersey
$469K +$10.8K +231 +2%
BC
246
Brio Consultants
California
$461K +$21.5K +458 +5%
AGP
247
Autumn Glory Partners
Texas
$451K
DFG
248
Delta Financial Group
New Jersey
$433K +$441K +9,408 New
DAS
249
Dynamic Advisor Solutions
Arizona
$431K +$20.7K +442 +5%
SWIM
250
Smallwood Wealth Investment Management
New Jersey
$426K +$434K +9,249 New