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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
CA
301
CoreCap Advisors
Michigan
$44.4K -$57K -1,215 -56%
WTC
302
WhitTier Trust Company
Nevada
$44.4K +$1.69K +36 +4%
HFS
303
Hantz Financial Services
Michigan
$43K +$43.8K +934 +23,350%
PWMG
304
Prestige Wealth Management Group
New Jersey
$42.6K
NB
305
NBT Bank
New York
$42.1K
WI
306
Wintrust Investments
Illinois
$40K +$41.2K +879 New
TCG
307
Transcendent Capital Group
Oklahoma
$32.5K +$33.1K +706 New
CFD
308
Creative Financial Designs
Indiana
$31K +$375 +8 +1%
CFGS
309
Concourse Financial Group Securities
Alabama
$29.8K +$1.08K +23 +4%
PFBT
310
Parkside Financial Bank & Trust
Missouri
$29.6K
MLA
311
MB, Levis & Associates
Pennsylvania
$27.2K +$375 +8 +1%
CIM
312
Contravisory Investment Management
Massachusetts
$24.6K +$25.1K +535 New
AWM
313
AE Wealth Management
Kansas
$23.4K +$23.8K +508 New
BTI
314
Blue Trust Inc
Georgia
$18.6K +$469 +10 +3%
SWM
315
Sugarloaf Wealth Management
Georgia
$13.2K +$13.5K +287 New
UBS Group
316
UBS Group
Switzerland
$10.1K +$10.3K +219 New
PTC
317
Private Trust Company
Ohio
$8.38K
SL
318
Salomon & Ludwin
Virginia
$7.33K
SIS
319
Sound Income Strategies
Florida
$4.29K
SWM
320
Spire Wealth Management
Virginia
$2.95K +$47 +1 +2%
PWA
321
Principia Wealth Advisory
Texas
$2.72K +$2.77K +59 New
PPC
322
Park Place Capital
Alabama
$2.12K
RIL
323
Rothschild Investment LLC
Illinois
$276 +$281 +6 New
Fidelity Investments
324
Fidelity Investments
Massachusetts
$46 -$94 -2 -67%
PCM
325
Pennsylvania Capital Management
Pennsylvania
-$11M -228,862 Closed