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JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

260 hedge funds and large institutions have $2.77B invested in JPMorgan Core Plus Bond ETF in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 152 increasing their positions, 57 reducing their positions, and 11 closing their positions.

Holders
260
Holders Change
+25
Holders Change %
+10.64%
% of All Funds
3.78%
Holding in Top 10
47
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+27.03%
% of All Funds
0.68%
New
38
Increased
152
Reduced
57
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SPA
1
Sentinel Pension Advisors
Massachusetts
$43.8M
2
Mariner
2
Mariner
Kansas
$39.2M
3
TWM
3
Tradition Wealth Management
Minnesota
$27.7M
4
DWP
4
Destiny Wealth Partners
Florida
$26.9M
5
RHP
5
Royal Harbor Partners
Texas
$18.4M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$90.6M
2
LWL
2
Leo Wealth LLC
Texas
$1.64M
3
AFA
3
AllGen Financial Advisors
Florida
$47.4M
4
BFG
4
Berger Financial Group
Minnesota
$12.8M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$31.1M
Name Market Value Shares Shares
Change 		Shares
Change %
FCA
251
FinTrust Capital Advisors
South Carolina
$5.24K 113 +113 New
FAM
252
Family Asset Management
South Carolina
$4.96K 107 – –
TRCT
253
Tower Research Capital (TRC)
New York
$4.63K 100 – –
SIS
254
Sound Income Strategies
Florida
$4.31K 93 +93 New
SFC
255
Strategic Financial Concepts
Texas
$3.31K 155,391 +155,391 New
SWM
256
Spire Wealth Management
Virginia
$3.01K 65 -3 -4%
TAM
257
Tucker Asset Management
Colorado
$1.67K 36 +36 New
Fidelity Investments
258
Fidelity Investments
Massachusetts
$649 14 +6 +75%
WB
259
Webster Bank
Connecticut
$649 14 +14 New
FHA
260
First Horizon Advisors
Tennessee
$602 13 +13 New
HW
261
Hedeker Wealth
Illinois
– – -42,069 Closed
LNC
262
Lincoln National Corp
Pennsylvania
– – -28,758 Closed
Jane Street
263
Jane Street
New York
– – -22,981 Closed
PWM
264
Pinnacle Wealth Management
California
– – -16,431 Closed
SFS
265
Security Financial Services
Indiana
– – -12,995 Closed
Renaissance Technologies
266
Renaissance Technologies
New York
– – -11,000 Closed
CFS
267
CGC Financial Services
Oregon
– – -7,938 Closed
TSS
268
Two Sigma Securities
New York
– – -5,368 Closed
SWM
269
Silverlake Wealth Management
Vermont
– – -4,706 Closed
UBS Group
270
UBS Group
Switzerland
– – -1,927 Closed
GI
271
Gradient Investments
Minnesota
– – -1 Closed
CFGS
272
Concourse Financial Group Securities
Alabama
– – – –
7 8 9 10
11