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JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

322 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 57 funds opening new positions, 178 increasing their positions, 69 reducing their positions, and 19 closing their positions.

Holders
322
Holders Change
+30
Holders Change %
+10.27%
% of All Funds
4.29%
Holding in Top 10
57
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14%
% of All Funds
0.76%
New
57
Increased
178
Reduced
69
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$143M
2
Wells Fargo
2
Wells Fargo
California
$82.6M
3
HFS
3
Hughes Financial Services
Virginia
$56.1M
4
VFA
4
Valeo Financial Advisors
Indiana
$68.3M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$143M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$7.71M
2
REMPR
2
Roof Eidam Maycock Peralta (REMP)
California
$1.16M
3
PCM
3
Pennsylvania Capital Management
Pennsylvania
$0
4
Stifel Financial
4
Stifel Financial
Missouri
$16.3M
5
SI
5
Stephens Inc
Arkansas
$41.4M
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
226
Greenwich Wealth Management
Connecticut
$757K 16,421 +16,421 New
SFM
227
Signet Financial Management
New Jersey
$744K 16,138 +1,581 +11%
SPC
228
Sigma Planning Corp
Michigan
$707K 15,340 -259 -2%
IWN
229
Independent Wealth Network
Iowa
$670K 14,554 +4,919 +51%
OIA
230
OneDigital Investment Advisors
Kansas
$650K 14,117 +2,087 +17%
CSPIA
231
Cary Street Partners Investment Advisory
Virginia
$618K 13,407 +13,407 New
PFS
232
Prospera Financial Services
Texas
$564K 12,237 +3,638 +42%
AWM
233
Axxcess Wealth Management
California
$557K 12,100 -3,550 -23%
MFG
234
Mosaic Financial Group
Illinois
$554K 12,018 +108 +0.9%
AWP
235
Axis Wealth Partners
Rhode Island
$545K 11,824 +11,824 New
ASN
236
Advisory Services Network
Georgia
$531K 11,520 +1,239 +12%
LSPW
237
Lake Street Private Wealth
Illinois
$502K 10,904 +2,039 +23%
Envestnet Portfolio Solutions
238
Envestnet Portfolio Solutions
Illinois
$502K 10,894 +2,472 +29%
AIM
239
Anchor Investment Management
South Carolina
$493K 10,703 – –
UWM
240
USAdvisors Wealth Management
Minnesota
$493K 10,704 -271 -2%
IA
241
IFP Advisors
Florida
$490K 10,638 -479 -4%
AG
242
Ascent Group
Virginia
$480K 10,419 +438 +4%
PAG
243
Private Advisor Group
New Jersey
$469K 10,188 +231 +2%
BC
244
Brio Consultants
California
$461K 10,017 +458 +5%
AGP
245
Autumn Glory Partners
Texas
$451K 9,791 – –
DFG
246
Delta Financial Group
New Jersey
$433K 9,408 +9,408 New
DAS
247
Dynamic Advisor Solutions
Arizona
$431K 9,353 +442 +5%
SWIM
248
Smallwood Wealth Investment Management
New Jersey
$426K 9,249 +9,249 New
IWC
249
Integrated Wealth Concepts
Massachusetts
$425K 9,220 -188,372 -95%
BMWS
250
Brady Martz Wealth Solutions
North Dakota
$422K 9,257 +9,257 New
8 9
10
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