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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
KeyBank National Association
251
KeyBank National Association
Ohio
$252K +$248K +5,231 New
HOWA
252
Heritage Oak Wealth Advisors
Florida
$251K +$247K +5,205 New
NWWA
253
New Wave Wealth Advisors
Arkansas
$251K +$247K +5,205 New
M1FG
254
Mach-1 Financial Group
Arkansas
$250K +$246K +5,175 New
BFA
255
Beaumont Financial Advisors
Massachusetts
$250K -$8.46K -178 -3%
MAG
256
Mayfair Advisory Group
Alabama
$243K
FPGK
257
Financial Partners Group (Kansas)
Kansas
$229K -$8.6K -181 -4%
RFN
258
RDA Financial Network
Iowa
$229K +$225K +4,738 New
TPWA
259
Twin Peaks Wealth Advisors
California
$217K +$213K +4,489 New
SCM
260
SOL Capital Management
Maryland
$216K +$213K +4,475 New
SFC
261
Strategic Financial Concepts
Texas
$215K -$7.17M -150,937 -97%
SWM
262
Silverlake Wealth Management
Vermont
$211K +$208K +4,369 New
LFG
263
Larson Financial Group
Missouri
$171K -$57.4K -1,209 -25%
FCT
264
First Community Trust
Iowa
$143K +$141K +2,958 New
AF
265
Advisornet Financial
Minnesota
$117K
CA
266
CoreCap Advisors
Michigan
$105K -$31K -653 -23%
LFA
267
LGT Financial Advisors
Texas
$76.1K +$39.1K +824 +109%
PA
268
Parallel Advisors
California
$73.6K +$22K +463 +44%
BWP
269
Baldwin Wealth Partners
Massachusetts
$62.5K
PB
270
Pinnacle Bancorp
Nebraska
$58.1K
CCA
271
Criterion Capital Advisors
Tennessee
$53.8K
WTC
272
WhitTier Trust Company
Nevada
$44.7K
PWMG
273
Prestige Wealth Management Group
New Jersey
$44.4K -$99.8K -2,100 -70%
NB
274
NBT Bank
New York
$44K +$43.4K +913 New
CFD
275
Creative Financial Designs
Indiana
$32.1K +$31.6K +665 New

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.