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JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

50 hedge funds and large institutions have $243M invested in JPMorgan Core Plus Bond ETF in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 10 reducing their positions, and 4 closing their positions.

Holders
50
Holders Change
+9
Holders Change %
+21.95%
% of All Funds
0.79%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
13
Increased
21
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LB
1
Leo Brokerage
Texas
$10.6M
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.46M
3
5L
3
55I LLC
Massachusetts
$14.7M
4
IA
4
Integrity Advisory
Kansas
$6.64M
5
DBRC
5
D.B. Root & Company
Pennsylvania
$22.7M

Top Sellers

1
DT
1
Daniels + Tansey
Delaware
$2.16M
2
Stifel Financial
2
Stifel Financial
Missouri
$3.33M
3
Jane Street
3
Jane Street
New York
$2.69M
4
Citadel Advisors
4
Citadel Advisors
Florida
$251K
5
FWM
5
Foresight Wealth Management
Utah
$804K
Name Market Value Shares Shares
Change 		Shares
Change %
SFS
26
Security Financial Services
Indiana
$858K 16,800 +11,392 +211%
FWM
27
Foresight Wealth Management
Utah
$804K 15,737 -2,182 -12%
KWM
28
Kingsview Wealth Management
Oregon
$749K 14,660 -1,620 -10%
HFM
29
Hartford Financial Management
Connecticut
$679K 13,292 +13,292 New
FFA
30
Fragasso Financial Advisors
Pennsylvania
$677K 13,263 – –
Mariner
31
Mariner
Kansas
$644K 12,611 +12,611 New
TCA
32
Transcend Capital Advisors
New Jersey
$572K 11,209 +11,209 New
LFG
33
Larson Financial Group
Missouri
$442K 8,658 -276 -3%
AWC
34
Adamsbrown Wealth Consultants
Kansas
$352K 6,895 +3 +0%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$345K 6,747 +4,591 +213%
CAL
36
Capital Analysts LLC
Pennsylvania
$305K 5,971 +654 +12%
BAMG
37
Brand Asset Management Group
Missouri
$294K 5,766 +5,766 New
Osaic Holdings
38
Osaic Holdings
Arizona
$274K 5,362 -533 -9%
Citadel Advisors
39
Citadel Advisors
Florida
$251K 4,914 -2,462 -33%
IWC
40
Integrated Wealth Concepts
Massachusetts
$234K 4,575 +4,575 New
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$228K 4,472 +4,472 New
MWM
42
Mascoma Wealth Management
New Hampshire
$39K 769 – –
BWP
43
Baldwin Wealth Partners
Massachusetts
$38K 750 – –
FA
44
Financial Advantage
Maryland
$38K 746 – –
HA
45
Herold Advisors
New York
$12.8K 250 +250 New
T
46
TCWP
Ohio
$10K 205 +205 New
PFGIA
47
Patriot Financial Group Insurance Agency
Massachusetts
$2K 30 – –
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$1K 16 +16 New
CWS
49
Confluence Wealth Services
Pennsylvania
– – -1,202 Closed
CP
50
Castleview Partners
Texas
$0 16 -852 -98%
1
2
3