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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 %
PFBT
276
Parkside Financial Bank & Trust
Missouri
$31K 642 +642 New
MFT
277
Moisand Fitzgerald Tamayo
Florida
$30.4K 630 +630 New
CFGS
278
Concourse Financial Group Securities
Alabama
$30K 621 +621 New
MLA
279
MB, Levis & Associates
Pennsylvania
$28.1K 582 +7 +1%
SPIA
280
Steward Partners Investment Advisory
New York
$27.4K 568 -1,921 -77%
BTI
281
Blue Trust Inc
Georgia
$18.2K 394 +5 +1%
PTC
282
Private Trust Company
Ohio
$8.78K 182 – –
SL
283
Salomon & Ludwin
Virginia
$7.67K 159 – –
CPA
284
Clear Point Advisors
New York
$7.24K 150 – –
FAM
285
Family Asset Management
South Carolina
$6.37K 132 +25 +23%
FCA
286
FinTrust Capital Advisors
South Carolina
$5.45K 113 – –
SIS
287
Sound Income Strategies
Florida
$4.49K 93 – –
SWM
288
Spire Wealth Management
Virginia
$3.04K 63 -2 -3%
PPC
289
Park Place Capital
Alabama
$2.22K 46 -275 -86%
Fidelity Investments
290
Fidelity Investments
Massachusetts
$145 3 -11 -79%
CIBC Private Wealth Group
291
CIBC Private Wealth Group
Georgia
$48 1 +1 New
MCIA
292
Mountain Capital Investment Advisors
Colorado
– – -671,508 Closed
WGCA
293
Wolf Group Capital Advisors
Virginia
– – -23,807 Closed
BWM
294
BlackDiamond Wealth Management
New York
– – -4,894 Closed
AWM
295
Apollon Wealth Management
South Carolina
– – -4,820 Closed
Bank of Montreal
296
Bank of Montreal
Ontario, Canada
– – -1,472 Closed
IAIM
297
International Assets Investment Management
Florida
– – -1,355 Closed
PAI
298
Pittenger & Anderson Inc
Nebraska
– – -400 Closed
AA
299
Ancora Advisors
Ohio
– – -391 Closed
CA
300
Clearstead Advisors
Ohio
– – -291 Closed
9 10 11
12
13