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JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

92 hedge funds and large institutions have $496M invested in JPMorgan Core Plus Bond ETF in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 32 increasing their positions, 22 reducing their positions, and 13 closing their positions.

Holders
92
Holders Change
+21
Holders Change %
+29.58%
% of All Funds
1.48%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.15%
New
34
Increased
32
Reduced
22
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$35M
2
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$33M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$29M
4
AFA
4
AllGen Financial Advisors
Florida
$29.4M
5
ACP
5
Aveo Capital Partners
Colorado
$11.8M

Top Sellers

1
CA
1
CGN Advisors
Kansas
$1.28M
2
LC
2
Legacy CG
Texas
$0
3
LSPW
3
Lake Street Private Wealth
Illinois
$286K
4
Jane Street
4
Jane Street
New York
$1.66M
5
FWP
5
FAS Wealth Partners
Kansas
$9.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWP
26
Destiny Wealth Partners
Florida
$5.14M +$1.73M +37,749 +51%
MPWT
27
MassMutual Private Wealth & Trust
Connecticut
$4.99M -$591K -12,872 -11%
LWMNY
28
Landmark Wealth Management (New York)
New York
$4.86M +$41.4K +901 +0.9%
OMC
29
Old Mission Capital
Illinois
$4.16M +$4.16M +90,516 New
MG
30
Mather Group
Illinois
$3.99M +$2.99M +65,047 +297%
CP
31
Capital Planning
Washington
$3.77M -$671K -14,569 -15%
Stifel Financial
32
Stifel Financial
Missouri
$3.3M +$332K +7,232 +11%
QA
33
Quantitative Advantage
Minnesota
$2.95M +$2.95M +64,200 New
IGWM
34
ICA Group Wealth Management
Colorado
$2.92M +$1.42M +29,795 +94%
DT
35
Daniels + Tansey
Delaware
$2.52M -$289K -6,283 -10%
Osaic Holdings
36
Osaic Holdings
Arizona
$2.18M +$918K +19,992 +73%
CWA
37
Choice Wealth Advisors
Maine
$2.17M +$2.17M +47,289 New
RPGK
38
Retirement Planning Group (Kansas)
Kansas
$2.02M +$999K +21,740 +97%
HIM
39
Hotaling Investment Management
Pennsylvania
$1.95M -$790K -17,204 -29%
Jane Street
40
Jane Street
New York
$1.66M -$2.27M -49,484 -58%
DIM
41
Delta Investment Management
California
$1.44M -$210K -4,570 -13%
HFM
42
Hartford Financial Management
Connecticut
$1.41M -$796K -17,333 -36%
CA
43
CGN Advisors
Kansas
$1.28M -$5.91M -128,639 -82%
IA
44
IFP Advisors
Florida
$1.27M -$166K -3,174 -12%
GWANC
45
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.06M -$180K -3,913 -15%
ACA
46
Aptus Capital Advisors
Alabama
$1.05M -$177K -3,861 -14%
TC
47
TownSquare Capital
Utah
$983K +$983K +21,412 New
JJBC
48
James J. Burns & Company
New York
$940K -$91.6K -1,993 -9%
CAWM
49
Capital Advisors Wealth Management
Washington
$939K +$278K +6,045 +42%
PSCM
50
Per Stirling Capital Management
Texas
$898K +$898K +19,559 New
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