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JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

71 hedge funds and large institutions have $347M invested in JPMorgan Core Plus Bond ETF in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 17 reducing their positions, and 5 closing their positions.

Holders
71
Holders Change
+9
Holders Change %
+14.52%
% of All Funds
1.23%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.17%
New
16
Increased
35
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Gratus Capital
Georgia
$14.8M
2
AFA
2
AllGen Financial Advisors
Florida
$14.3M
3
LWMT
3
Legacy Wealth Management (Tennessee)
Tennessee
$17.1M
4
LSPW
4
Lake Street Private Wealth
Illinois
$5.93M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$16.3M

Top Sellers

1
CP
1
Castleview Partners
Texas
$0
2
LC
2
Legacy CG
Texas
$5.13M
3
CHA
3
Cooper/Haims Advisors
New York
$6.62M
4
LWMNY
4
Landmark Wealth Management (New York)
New York
$4.82M
5
IA
5
Integrity Advisory
Kansas
$7.43M
Name Market Value Shares Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$3.67M 80,080 +51,628 +181%
DWP
27
Destiny Wealth Partners
Florida
$3.41M 74,231 -449 -0.6%
Stifel Financial
28
Stifel Financial
Missouri
$2.96M 64,597 -9,871 -13%
DT
29
Daniels + Tansey
Delaware
$2.8M 61,094 -8,533 -12%
HIM
30
Hotaling Investment Management
Pennsylvania
$2.74M 59,662 +160 +0.3%
HFM
31
Hartford Financial Management
Connecticut
$2.21M 48,103 +22,362 +87%
DIM
32
Delta Investment Management
California
$1.65M 35,905 +690 +2%
Citadel Advisors
33
Citadel Advisors
Florida
$1.47M 31,996 -1,669 -5%
IGWM
34
ICA Group Wealth Management
Colorado
$1.45M 31,565 +23,300 +282%
IA
35
IFP Advisors
Florida
$1.43M 27,539 +5,707 +26%
Osaic Holdings
36
Osaic Holdings
Arizona
$1.26M 27,478 +7,020 +34%
GWANC
37
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.23M 26,830 +3,683 +16%
ACA
38
Aptus Capital Advisors
Alabama
$1.23M 26,778 +3,631 +16%
JJBC
39
James J. Burns & Company
New York
$1.03M 22,454 +22,454 New
RPGK
40
Retirement Planning Group (Kansas)
Kansas
$1.02M 22,317 +22,317 New
MG
41
Mather Group
Illinois
$1.01M 21,919 +21,919 New
AWM
42
Apollon Wealth Management
South Carolina
$972K 21,195 -10,989 -34%
ICM
43
IMS Capital Management
Oregon
$797K 17,380 +10 +0.1%
SFS
44
Security Financial Services
Indiana
$723K 15,761 +69 +0.4%
MML Investors Services
45
MML Investors Services
Massachusetts
$691K 15,068 -327 -2%
FWM
46
Foresight Wealth Management
Utah
$661K 14,397 -1,054 -7%
CAWM
47
Capital Advisors Wealth Management
Washington
$660K 14,396 +9,405 +188%
FFA
48
Fragasso Financial Advisors
Pennsylvania
$615K 13,402 +139 +1%
KWM
49
Kingsview Wealth Management
Oregon
$579K 12,611 -5,067 -29%
LFG
50
Larson Financial Group
Missouri
$510K 11,115 -309 -3%
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