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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 %
Wealth Enhancement Advisory Services
251
Wealth Enhancement Advisory Services
Minnesota
$420K 9,116 +1,171 +15%
FPAS
252
Focus Partners Advisor Solutions
Missouri
$415K 9,011 -5,950 -40%
GS
253
GTS Securities
New York
$406K 8,813 +1,860 +27%
SPI
254
Sutton Place Investors
New York
$399K 8,657 +691 +9%
DWM
255
Diversify Wealth Management
Utah
$394K 8,643 +8,643 New
DOA
256
D'Orazio & Associates
Virginia
$392K 8,505 +2,905 +52%
US Bancorp
257
US Bancorp
Minnesota
$379K 8,232 +1,016 +14%
MTWM
258
Masso Torrence Wealth Management
New Jersey
$377K 8,183 +8,183 New
SOS
259
Silver Oak Securities
Tennessee
$366K 7,904 -823 -9%
TPWA
260
Twin Peaks Wealth Advisors
California
$356K 7,733 +3,244 +72%
GIA
261
Gladstone Institutional Advisory
Florida
$355K 7,703 -120 -2%
WCM
262
WealthTrak Capital Management
Virginia
$339K 7,354 +7,354 New
GWM
263
Geneos Wealth Management
Colorado
$330K 7,162 +1,567 +28%
Citadel Advisors
264
Citadel Advisors
Florida
$328K 7,116 -26,348 -79%
AF
265
Advisornet Financial
Minnesota
$327K 7,107 +4,682 +193%
AFP
266
Ausdal Financial Partners
Iowa
$306K 6,650 +215 +3%
Bank of New York Mellon
267
Bank of New York Mellon
New York
$299K 6,501 +6,501 New
CL
268
Choreo LLC
Illinois
$294K 6,352 – –
SCM
269
Stonehearth Capital Management
Massachusetts
$294K 6,376 -38 -0.6%
SCM
270
SOL Capital Management
Maryland
$287K 6,235 +1,760 +39%
SWM
271
Silverlake Wealth Management
Vermont
$270K 5,870 +1,501 +34%
RFN
272
RDA Financial Network
Iowa
$263K 5,706 +968 +20%
EIP
273
Ellis Investment Partners
Pennsylvania
$260K 5,649 +5,649 New
LW
274
Linscomb Wealth
Texas
$257K 5,579 – –
WSFS
275
Wilmington Savings Fund Society
Delaware
$256K 5,551 +164 +3%
9 10
11
12 13