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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
LW
276
Linscomb Wealth
Texas
$257K
WSFS
277
Wilmington Savings Fund Society
Delaware
$256K +$7.69K +164 +3%
C1AG
278
Client 1st Advisory Group
Florida
$255K
MAG
279
Mayfair Advisory Group
Alabama
$245K +$9.38K +200 +4%
BFA
280
Beaumont Financial Advisors
Massachusetts
$242K +$3.89K +83 +2%
TSS
281
Two Sigma Securities
New York
$241K +$246K +5,237 New
NG
282
Novem Group
New York
$237K +$241K +5,141 New
SWP
283
Semus Wealth Partners
Florida
$236K -$8.53K -182 -3%
FGA
284
Fortis Group Advisors
New Jersey
$236K +$240K +5,118 New
MEAC
285
M.E. Allison & Co
Texas
$232K +$236K +5,025 New
Ameriprise
286
Ameriprise
Minnesota
$225K +$229K +4,875 New
SFC
287
Strategic Financial Concepts
Texas
$223K +$18.6K +397 +9%
FWP
288
Firethorn Wealth Partners
Georgia
$221K -$36.2K -772 -14%
FPGK
289
Financial Partners Group (Kansas)
Kansas
$213K -$5.3K -113 -2%
Comerica Bank
290
Comerica Bank
Texas
$202K -$197K -4,205 -49%
KIM
291
Kestra Investment Management
Texas
$189K +$192K +4,094 New
NWWA
292
New Wave Wealth Advisors
Arkansas
$144K -$97.6K -2,083 -40%
FCT
293
First Community Trust
Iowa
$136K
LFG
294
Larson Financial Group
Missouri
$112K -$52.3K -1,116 -32%
LFA
295
LGT Financial Advisors
Texas
$94.4K +$22.1K +471 +30%
PA
296
Parallel Advisors
California
$68.6K -$1.78K -38 -2%
PB
297
Pinnacle Bancorp
Nebraska
$55.5K
CCA
298
Criterion Capital Advisors
Tennessee
$53.8K
AssetMark Inc
299
AssetMark Inc
California
$49.8K +$50.7K +1,081 New
OPTFSNA
300
Old Point Trust & Financial Services N A
Virginia
$46.3K +$47.2K +1,006 New