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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 %
HFS
301
Hantz Financial Services
Michigan
$43K 938 +934 +23,350%
PWMG
302
Prestige Wealth Management Group
New Jersey
$42.6K 920 – –
NB
303
NBT Bank
New York
$42.1K 913 – –
WI
304
Wintrust Investments
Illinois
$40K 879 +879 New
TCG
305
Transcendent Capital Group
Oklahoma
$32.5K 706 +706 New
CFD
306
Creative Financial Designs
Indiana
$31K 673 +8 +1%
CFGS
307
Concourse Financial Group Securities
Alabama
$29.8K 644 +23 +4%
PFBT
308
Parkside Financial Bank & Trust
Missouri
$29.6K 642 – –
MLA
309
MB, Levis & Associates
Pennsylvania
$27.2K 590 +8 +1%
CIM
310
Contravisory Investment Management
Massachusetts
$24.6K 535 +535 New
AWM
311
AE Wealth Management
Kansas
$23.4K 508 +508 New
BTI
312
Blue Trust Inc
Georgia
$18.6K 404 +10 +3%
SWM
313
Sugarloaf Wealth Management
Georgia
$13.2K 287 +287 New
UBS Group
314
UBS Group
Switzerland
$10.1K 219 +219 New
PTC
315
Private Trust Company
Ohio
$8.39K 182 – –
SL
316
Salomon & Ludwin
Virginia
$7.33K 159 – –
SIS
317
Sound Income Strategies
Florida
$4.29K 93 – –
SWM
318
Spire Wealth Management
Virginia
$2.95K 64 +1 +2%
PWA
319
Principia Wealth Advisory
Texas
$2.72K 59 +59 New
PPC
320
Park Place Capital
Alabama
$2.12K 46 – –
RIL
321
Rothschild Investment LLC
Illinois
$276 6 +6 New
Fidelity Investments
322
Fidelity Investments
Massachusetts
$46 1 -2 -67%
PCM
323
Pennsylvania Capital Management
Pennsylvania
– – -228,862 Closed
Susquehanna International Group
324
Susquehanna International Group
Pennsylvania
– – -79,120 Closed
FAM
325
Frontier Asset Management
Wyoming
– – -24,792 Closed
10 11 12
13
14