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JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

62 hedge funds and large institutions have $289M invested in JPMorgan Core Plus Bond ETF in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 9 closing their positions.

Holders
62
Holders Change
+12
Holders Change %
+24%
% of All Funds
1.05%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.14%
New
21
Increased
22
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWA
1
Peterson Wealth Advisors
Utah
$20.5M
2
CHA
2
Cooper/Haims Advisors
New York
$9.66M
3
LC
3
Legacy CG
Texas
$9.06M
4
FWP
4
FAS Wealth Partners
Kansas
$12.3M
5
AWE
5
Avidian Wealth Enterprises
Texas
$7.7M

Top Sellers

1
5L
1
55I LLC
Massachusetts
$0
2
LWMNY
2
Landmark Wealth Management (New York)
New York
$7.12M
3
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$0
4
AWM
4
Apollon Wealth Management
South Carolina
$1.55M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$11.7M
Name Market Value Shares Shares
Change 		Shares
Change %
WWM
26
Windsor Wealth Management
Indiana
$2.78M 57,513 +57,513 New
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$1.91M 39,717 -46,843 -54%
DIM
28
Delta Investment Management
California
$1.69M 35,215 +2,926 +9%
Citadel Advisors
29
Citadel Advisors
Florida
$1.62M 33,665 +28,751 +585%
Truist Financial
30
Truist Financial
North Carolina
$1.56M 28,452 +28,452 New
AWM
31
Apollon Wealth Management
South Carolina
$1.55M 32,184 -113,259 -78%
HFM
32
Hartford Financial Management
Connecticut
$1.24M 25,741 +12,449 +94%
IA
33
IFP Advisors
Florida
$1.15M 21,832 – –
GWANC
34
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.11M 23,147 +23,147 New
ACA
35
Aptus Capital Advisors
Alabama
$1.11M 23,147 +23,147 New
Osaic Holdings
36
Osaic Holdings
Arizona
$983K 20,458 +15,096 +282%
KWM
37
Kingsview Wealth Management
Oregon
$849K 17,678 +3,018 +21%
ICM
38
IMS Capital Management
Oregon
$834K 17,370 -1,400 -7%
SFS
39
Security Financial Services
Indiana
$754K 15,692 -1,108 -7%
FWM
40
Foresight Wealth Management
Utah
$742K 15,451 -286 -2%
MML Investors Services
41
MML Investors Services
Massachusetts
$740K 15,395 +15,395 New
FFA
42
Fragasso Financial Advisors
Pennsylvania
$637K 13,263 – –
CP
43
Capital Planning
Washington
$559K 11,631 -101,065 -90%
LFG
44
Larson Financial Group
Missouri
$549K 11,424 +2,766 +32%
TCA
45
Transcend Capital Advisors
New Jersey
$500K 10,417 -792 -7%
IGWM
46
ICA Group Wealth Management
Colorado
$400K 8,265 +8,265 New
BWM
47
BlackDiamond Wealth Management
New York
$350K 7,273 +7,273 New
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$306K 6,370 -377 -6%
CAL
49
Capital Analysts LLC
Pennsylvania
$288K 5,987 +16 +0.3%
CAWM
50
Capital Advisors Wealth Management
Washington
$240K 4,991 +4,991 New
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