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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 %
C1AG
276
Client 1st Advisory Group
Florida
$255K 5,531 – –
MAG
277
Mayfair Advisory Group
Alabama
$245K 5,317 +200 +4%
BFA
278
Beaumont Financial Advisors
Massachusetts
$242K 5,256 +83 +2%
TSS
279
Two Sigma Securities
New York
$241K 5,237 +5,237 New
NG
280
Novem Group
New York
$237K 5,141 +5,141 New
SWP
281
Semus Wealth Partners
Florida
$236K 5,121 -182 -3%
FGA
282
Fortis Group Advisors
New Jersey
$236K 5,118 +5,118 New
MEAC
283
M.E. Allison & Co
Texas
$232K 5,025 +5,025 New
Ameriprise
284
Ameriprise
Minnesota
$225K 4,875 +4,875 New
SFC
285
Strategic Financial Concepts
Texas
$223K 4,851 +397 +9%
FWP
286
Firethorn Wealth Partners
Georgia
$221K 4,801 -772 -14%
FPGK
287
Financial Partners Group (Kansas)
Kansas
$213K 4,627 -113 -2%
Comerica Bank
288
Comerica Bank
Texas
$202K 4,379 -4,205 -49%
KIM
289
Kestra Investment Management
Texas
$189K 4,094 +4,094 New
NWWA
290
New Wave Wealth Advisors
Arkansas
$144K 3,122 -2,083 -40%
FCT
291
First Community Trust
Iowa
$136K 2,958 – –
LFG
292
Larson Financial Group
Missouri
$112K 2,425 -1,116 -32%
LFA
293
LGT Financial Advisors
Texas
$94.4K 2,048 +471 +30%
PA
294
Parallel Advisors
California
$68.6K 1,488 -38 -2%
PB
295
Pinnacle Bancorp
Nebraska
$55.5K 1,205 – –
CCA
296
Criterion Capital Advisors
Tennessee
$53.8K 1,162 – –
AssetMark Inc
297
AssetMark Inc
California
$49.8K 1,081 +1,081 New
OPTFSNA
298
Old Point Trust & Financial Services N A
Virginia
$46.3K 1,006 +1,006 New
CA
299
CoreCap Advisors
Michigan
$44.4K 964 -1,215 -56%
WTC
300
WhitTier Trust Company
Nevada
$44.4K 963 +36 +4%
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