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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
PFBT
276
Parkside Financial Bank & Trust
Missouri
$31K +$30.5K +642 New
MFT
277
Moisand Fitzgerald Tamayo
Florida
$30.4K +$29.9K +630 New
CFGS
278
Concourse Financial Group Securities
Alabama
$30K +$29.5K +621 New
MLA
279
MB, Levis & Associates
Pennsylvania
$28.1K +$333 +7 +1%
SPIA
280
Steward Partners Investment Advisory
New York
$27.4K -$91.2K -1,921 -77%
BTI
281
Blue Trust Inc
Georgia
$18.2K +$238 +5 +1%
PTC
282
Private Trust Company
Ohio
$8.78K
SL
283
Salomon & Ludwin
Virginia
$7.67K
CPA
284
Clear Point Advisors
New York
$7.24K
FAM
285
Family Asset Management
South Carolina
$6.37K +$1.19K +25 +23%
FCA
286
FinTrust Capital Advisors
South Carolina
$5.45K
SIS
287
Sound Income Strategies
Florida
$4.49K
SWM
288
Spire Wealth Management
Virginia
$3.04K -$95 -2 -3%
PPC
289
Park Place Capital
Alabama
$2.22K -$13.1K -275 -86%
Fidelity Investments
290
Fidelity Investments
Massachusetts
$145 -$523 -11 -79%
CIBC Private Wealth Group
291
CIBC Private Wealth Group
Georgia
$48 +$48 +1 New
MCIA
292
Mountain Capital Investment Advisors
Colorado
-$31.4M -671,508 Closed
WGCA
293
Wolf Group Capital Advisors
Virginia
-$1.1M -23,807 Closed
BWM
294
BlackDiamond Wealth Management
New York
-$231K -4,894 Closed
AWM
295
Apollon Wealth Management
South Carolina
-$223K -4,820 Closed
Bank of Montreal
296
Bank of Montreal
Ontario, Canada
-$68.7K -1,472 Closed
IAIM
297
International Assets Investment Management
Florida
-$62.8K -1,355 Closed
PAI
298
Pittenger & Anderson Inc
Nebraska
-$18.5K -400 Closed
AA
299
Ancora Advisors
Ohio
-$18.1K -391 Closed
CA
300
Clearstead Advisors
Ohio
-$13.5K -291 Closed

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.