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JPMorgan Core Plus Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

110% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 10

37% more capital invested

Capital invested by funds: $177M → $243M (+$66M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

22% more funds holding

Funds holding: 4150 (+9)

6.51% more ownership

Funds ownership: 81.6%88.12% (+6.5%)

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
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
26
Security Financial Services
Indiana
$858K +$597K +11,392 +211%
FWM
27
Foresight Wealth Management
Utah
$804K -$114K -2,182 -12%
KWM
28
Kingsview Wealth Management
Oregon
$749K -$84.9K -1,620 -10%
HFM
29
Hartford Financial Management
Connecticut
$679K +$696K +13,292 New
FFA
30
Fragasso Financial Advisors
Pennsylvania
$677K
Mariner
31
Mariner
Kansas
$644K +$661K +12,611 New
TCA
32
Transcend Capital Advisors
New Jersey
$572K +$587K +11,209 New
LFG
33
Larson Financial Group
Missouri
$442K -$14.5K -276 -3%
AWC
34
Adamsbrown Wealth Consultants
Kansas
$352K +$157 +3 +0%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$345K +$240K +4,591 +213%
CAL
36
Capital Analysts LLC
Pennsylvania
$305K +$34.3K +654 +12%
BAMG
37
Brand Asset Management Group
Missouri
$294K +$302K +5,766 New
Osaic Holdings
38
Osaic Holdings
Arizona
$274K -$27.9K -533 -9%
Citadel Advisors
39
Citadel Advisors
Florida
$251K -$129K -2,462 -33%
IWC
40
Integrated Wealth Concepts
Massachusetts
$234K +$240K +4,575 New
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$228K +$234K +4,472 New
MWM
42
Mascoma Wealth Management
New Hampshire
$39K
BWP
43
Baldwin Wealth Partners
Massachusetts
$38K
FA
44
Financial Advantage
Maryland
$38K
HA
45
Herold Advisors
New York
$12.8K +$13.1K +250 New
T
46
TCWP
Ohio
$10K +$10.7K +205 New
PFGIA
47
Patriot Financial Group Insurance Agency
Massachusetts
$2K
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$1K +$838 +16 New
CWS
49
Confluence Wealth Services
Pennsylvania
-$65K -1,202 Closed
CP
50
Castleview Partners
Texas
-$44.6K -852 -98%