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JPMorgan Core Plus Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

106% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 17

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

20% more capital invested

Capital invested by funds: $289M → $347M (+$58.2M)

15% more funds holding

Funds holding: 6271 (+9)

1.46% less ownership

Funds ownership: 88.35%86.89% (-1.5%)

Holders
71
Holders Change
+9
Holders Change %
+14.52%
% of All Funds
1.22%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$3.67M +$2.48M +51,628 +181%
DWP
27
Destiny Wealth Partners
Florida
$3.41M -$21.5K -449 -0.6%
Stifel Financial
28
Stifel Financial
Missouri
$2.96M -$474K -9,871 -13%
DT
29
Daniels + Tansey
Delaware
$2.8M -$409K -8,533 -12%
HIM
30
Hotaling Investment Management
Pennsylvania
$2.74M +$7.67K +160 +0.3%
HFM
31
Hartford Financial Management
Connecticut
$2.21M +$1.07M +22,362 +87%
DIM
32
Delta Investment Management
California
$1.65M +$33.1K +690 +2%
Citadel Advisors
33
Citadel Advisors
Florida
$1.47M -$80.1K -1,669 -5%
IGWM
34
ICA Group Wealth Management
Colorado
$1.45M +$1.12M +23,300 +282%
IA
35
IFP Advisors
Florida
$1.43M +$274K +5,707 +26%
Osaic Holdings
36
Osaic Holdings
Arizona
$1.26M +$337K +7,020 +34%
GWANC
37
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.23M +$177K +3,683 +16%
ACA
38
Aptus Capital Advisors
Alabama
$1.23M +$174K +3,631 +16%
JJBC
39
James J. Burns & Company
New York
$1.03M +$1.08M +22,454 New
RPGK
40
Retirement Planning Group (Kansas)
Kansas
$1.02M +$1.07M +22,317 New
MG
41
Mather Group
Illinois
$1.01M +$1.05M +21,919 New
AWM
42
Apollon Wealth Management
South Carolina
$972K -$527K -10,989 -34%
ICM
43
IMS Capital Management
Oregon
$797K +$480 +10 +0.1%
SFS
44
Security Financial Services
Indiana
$723K +$3.31K +69 +0.4%
MML Investors Services
45
MML Investors Services
Massachusetts
$691K -$15.7K -327 -2%
FWM
46
Foresight Wealth Management
Utah
$661K -$50.6K -1,054 -7%
CAWM
47
Capital Advisors Wealth Management
Washington
$660K +$451K +9,405 +188%
FFA
48
Fragasso Financial Advisors
Pennsylvania
$615K +$6.67K +139 +1%
KWM
49
Kingsview Wealth Management
Oregon
$579K -$243K -5,067 -29%
LFG
50
Larson Financial Group
Missouri
$510K -$14.8K -309 -3%