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JPMorgan Core Plus Bond ETF

324 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 59 funds opening new positions, 178 increasing their positions, 69 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 19

158% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 69

15% more capital invested

Capital invested by funds: $3.5B → $4.01B (+$512M)

14% more funds holding in top 10

Funds holding in top 10: 5057 (+7)

11% more funds holding

Funds holding: 292324 (+32)

1.56% less ownership

Funds ownership: 83.49%81.93% (-1.6%)

Holders
324
Holders Change
+32
Holders Change %
+10.96%
% of All Funds
4.27%
Holding in Top 10
57
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14%
% of All Funds
0.75%
New
59
Increased
178
Reduced
69
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
251
Integrated Wealth Concepts
Massachusetts
$425K -$8.83M -188,372 -95%
BMWS
252
Brady Martz Wealth Solutions
North Dakota
$422K +$434K +9,257 New
Wealth Enhancement Advisory Services
253
Wealth Enhancement Advisory Services
Minnesota
$420K +$54.9K +1,171 +15%
FPAS
254
Focus Partners Advisor Solutions
Missouri
$415K -$279K -5,950 -40%
GS
255
GTS Securities
New York
$406K +$87.2K +1,860 +27%
SPI
256
Sutton Place Investors
New York
$399K +$32.4K +691 +9%
DWM
257
Diversify Wealth Management
Utah
$394K +$405K +8,643 New
DOA
258
D'Orazio & Associates
Virginia
$392K +$136K +2,905 +52%
US Bancorp
259
US Bancorp
Minnesota
$379K +$47.6K +1,016 +14%
MTWM
260
Masso Torrence Wealth Management
New Jersey
$377K +$384K +8,183 New
SOS
261
Silver Oak Securities
Tennessee
$366K -$38.6K -823 -9%
TPWA
262
Twin Peaks Wealth Advisors
California
$356K +$152K +3,244 +72%
GIA
263
Gladstone Institutional Advisory
Florida
$355K -$5.63K -120 -2%
WCM
264
WealthTrak Capital Management
Virginia
$339K +$345K +7,354 New
GWM
265
Geneos Wealth Management
Colorado
$330K +$73.5K +1,567 +28%
Citadel Advisors
266
Citadel Advisors
Florida
$328K -$1.24M -26,348 -79%
AF
267
Advisornet Financial
Minnesota
$327K +$219K +4,682 +193%
AFP
268
Ausdal Financial Partners
Iowa
$306K +$10.1K +215 +3%
Bank of New York Mellon
269
Bank of New York Mellon
New York
$299K +$305K +6,501 New
CL
270
Choreo LLC
Illinois
$294K
SCM
271
Stonehearth Capital Management
Massachusetts
$294K -$1.78K -38 -0.6%
SCM
272
SOL Capital Management
Maryland
$287K +$82.5K +1,760 +39%
SWM
273
Silverlake Wealth Management
Vermont
$270K +$70.4K +1,501 +34%
RFN
274
RDA Financial Network
Iowa
$263K +$45.4K +968 +20%
EIP
275
Ellis Investment Partners
Pennsylvania
$260K +$265K +5,649 New