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JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

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.

Holders
292
Holders Change
+32
Holders Change %
+12.31%
% of All Funds
4.22%
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
–

Top Buyers

1
MAWA
1
Moss Adams Wealth Advisors
Washington
$78M
2
JGCM
2
Joseph Group Capital Management
Ohio
$33.7M
3
Bank of America
3
Bank of America
North Carolina
$375M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$26.5M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$45.8M

Top Sellers

1
MCIA
1
Mountain Capital Investment Advisors
Colorado
$0
2
AFA
2
AllGen Financial Advisors
Florida
$39.4M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$33.4M
4
SFC
4
Strategic Financial Concepts
Texas
$215K
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.61M
Name Market Value Shares Shares
Change 		Shares
Change %
KeyBank National Association
251
KeyBank National Association
Ohio
$252K 5,231 +5,231 New
HOWA
252
Heritage Oak Wealth Advisors
Florida
$251K 5,205 +5,205 New
NWWA
253
New Wave Wealth Advisors
Arkansas
$251K 5,205 +5,205 New
M1FG
254
Mach-1 Financial Group
Arkansas
$250K 5,175 +5,175 New
BFA
255
Beaumont Financial Advisors
Massachusetts
$250K 5,173 -178 -3%
MAG
256
Mayfair Advisory Group
Alabama
$243K 5,117 – –
FPGK
257
Financial Partners Group (Kansas)
Kansas
$229K 4,740 -181 -4%
RFN
258
RDA Financial Network
Iowa
$229K 4,738 +4,738 New
TPWA
259
Twin Peaks Wealth Advisors
California
$217K 4,489 +4,489 New
SCM
260
SOL Capital Management
Maryland
$216K 4,475 +4,475 New
SFC
261
Strategic Financial Concepts
Texas
$215K 4,454 -150,937 -97%
SWM
262
Silverlake Wealth Management
Vermont
$211K 4,369 +4,369 New
LFG
263
Larson Financial Group
Missouri
$171K 3,541 -1,209 -25%
FCT
264
First Community Trust
Iowa
$143K 2,958 +2,958 New
AF
265
Advisornet Financial
Minnesota
$117K 2,425 – –
CA
266
CoreCap Advisors
Michigan
$105K 2,179 -653 -23%
LFA
267
LGT Financial Advisors
Texas
$76.1K 1,577 +824 +109%
PA
268
Parallel Advisors
California
$73.6K 1,526 +463 +44%
BWP
269
Baldwin Wealth Partners
Massachusetts
$62.5K 1,295 – –
PB
270
Pinnacle Bancorp
Nebraska
$58.1K 1,205 – –
CCA
271
Criterion Capital Advisors
Tennessee
$53.8K 1,162 – –
WTC
272
WhitTier Trust Company
Nevada
$44.7K 927 – –
PWMG
273
Prestige Wealth Management Group
New Jersey
$44.4K 920 -2,100 -70%
NB
274
NBT Bank
New York
$44K 913 +913 New
CFD
275
Creative Financial Designs
Indiana
$32.1K 665 +665 New
9 10
11
12 13